Yorktown Management & Research Company’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Yorktown Management & Research Company’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
2017 Q1	–	Sell	-5,500	Closed	-$233K	–	357
2016 Q4	$233K	Hold	5,500	–	–	0.06%	293
2016 Q3	$251K	Hold	5,500	–	–	0.05%	209
2016 Q2	$230K	Hold	5,500	–	–	0.05%	246
2016 Q1	$229K	Hold	5,500	–	–	0.04%	301
2015 Q4	$217K	Hold	5,500	–	–	0.04%	352
2015 Q3	$219K	Hold	5,500	–	–	0.04%	390
2015 Q2	$264K	Hold	5,500	–	–	0.05%	331
2015 Q1	$266K	Hold	5,500	–	–	0.05%	291
2014 Q4	$259K	Hold	5,500	–	–	0.05%	264
2014 Q3	$275K	Hold	5,500	–	–	0.05%	203
2014 Q2	$284K	Hold	5,500	–	–	0.05%	244
2014 Q1	$270K	Buy	+5,500	New	+$259K	0.05%	260

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Yorktown Management & Research Company's IEMG Position: Q1 2017 in Review

Yorktown Management & Research Company sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2017, closing a stake of 5,500 shares — an estimated $233K sold.

Yorktown Management & Research Company first reported a position in IEMG in Q1 2014 and held it in 12 quarters. The position peaked at $284K in Q2 2014. 493 funds tracked by Wall St. Rank hold IEMG as of Q1 2017.

Yorktown Management & Research Company reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2017 after selling out during the quarter.
Yorktown Management & Research Company sold 5,500 iShares Core MSCI Emerging Markets ETF shares in Q1 2017, an estimated $233K.
Yorktown Management & Research Company first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2014 and held it in 12 quarters.
Yorktown Management & Research Company's iShares Core MSCI Emerging Markets ETF position peaked at $284K in Q2 2014.
493 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2017.

Based on Yorktown Management & Research Company's 13F filing for Q1 2017, filed 4 May 2017.