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Wolf Group Capital Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Wolf Group Capital Advisors’s Portfolio IEMG Stock Details IEMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-8,160
Closed -$326K – 115
2015
Q3 		$326K Sell
8,160
-303
-4% -$13K 0.26% 85
2015
Q2 		$407K Sell
8,463
-170
-2% -$8.6K 0.27% 87
2015
Q1 		$417K Buy
8,633
+2,600
+43% +$124K 0.29% 83
2014
Q4 		$284K Buy
+6,033
New +$295K 0.21% 89

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MTB
Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wolf Group Capital Advisors's IEMG Position: Q4 2015 in Review

Wolf Group Capital Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2015, closing a stake of 8,160 shares — an estimated $326K sold.

Wolf Group Capital Advisors first reported a position in IEMG in Q4 2014 and held it in 4 quarters. The position peaked at $417K in Q1 2015. 304 funds tracked by Wall St. Rank hold IEMG as of Q4 2015.

  • Wolf Group Capital Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2015 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 8,160 iShares Core MSCI Emerging Markets ETF shares in Q4 2015, an estimated $326K.
  • Wolf Group Capital Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2014 and held it in 4 quarters.
  • Wolf Group Capital Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $417K in Q1 2015.
  • 304 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2015.

Based on Wolf Group Capital Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.