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XML Financial’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

XML Financial’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
2020
Q1 		– Sell
-5,409
Closed -$291K – 185
2019
Q4 		$291K Buy
+5,409
New +$279K 0.11% 140

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

XML Financial's IEMG Position: Q1 2020 in Review

XML Financial sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2020, closing a stake of 5,409 shares — an estimated $291K sold.

XML Financial first reported a position in IEMG in Q4 2019 and held it in 1 quarter. The position peaked at $291K in Q4 2019. 1,097 funds tracked by Wall St. Rank hold IEMG as of Q1 2020.

  • XML Financial reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
  • XML Financial sold 5,409 iShares Core MSCI Emerging Markets ETF shares in Q1 2020, an estimated $291K.
  • XML Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and held it in 1 quarter.
  • XML Financial's iShares Core MSCI Emerging Markets ETF position peaked at $291K in Q4 2019.
  • 1,097 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2020.

Based on XML Financial's 13F filing for Q1 2020, filed 8 May 2020.