YorkBridge Wealth Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-535	Closed	-$28K	–	393
2019 Q2	$28K	Hold	535	–	–	0.01%	425
2019 Q1	$28K	Hold	535	–	–	0.01%	419
2018 Q4	$25K	Hold	535	–	–	0.01%	410
2018 Q3	$28K	Sell	535 -45	-8%	-$2.35K	0.01%	439
2018 Q2	$30K	Hold	580	–	–	0.01%	432
2018 Q1	$34K	Sell	580 -651	-53%	-$38.5K	0.02%	411
2017 Q4	$70K	Buy	1,231 +521	+73%	+$29.1K	0.03%	335
2017 Q3	$38K	Sell	710 -500	-41%	-$26.5K	0.02%	411
2017 Q2	$61K	Hold	1,210	–	–	0.03%	345
2017 Q1	$60K	Buy	1,210 +192	+19%	+$8.84K	0.03%	344
2016 Q4	$44K	Buy	+1,018	New	+$44.6K	0.03%	370

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

YorkBridge Wealth Partners's IEMG Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2019, closing a stake of 535 shares — an estimated $28K sold.

YorkBridge Wealth Partners first reported a position in IEMG in Q4 2016 and held it in 11 quarters. The position peaked at $70K in Q4 2017. 1,004 funds tracked by Wall St. Rank hold IEMG as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 535 iShares Core MSCI Emerging Markets ETF shares in Q3 2019, an estimated $28K.
YorkBridge Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $70K in Q4 2017.
1,004 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.