Emerson Wealth Management, LLC Buys iShares Core S&P 500 ETF, Sells iShares U.S. Real Estate ETF

Oct 15, 2019

Investment company Emerson Wealth Management, LLC (Current Portfolio) buys iShares Core S&P 500 ETF, sells iShares U.S. Real Estate ETF during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Emerson Wealth Management, LLC. As of 2019Q3, Emerson Wealth Management, LLC owns 21 stocks with a total value of $135 million. These are the details of the buys and sells.

Added Positions: IWM, IWB, IVV, AGG, MUB, VEU, VTI, IEMG,
Reduced Positions: AMLP, EEM, EFA, HYG, ITOT, SHV, ICF, VWO,
Sold Out: IYR,

For the details of Emerson Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/emerson+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Emerson Wealth Management, LLC

iShares Russell 1000 ETF (IWB) - 447,432 shares, 45.12% of the total portfolio. Shares added by 1.32%
iShares Russell 2000 ETF (IWM) - 227,026 shares, 22.54% of the total portfolio. Shares added by 3.51%
Alerian MLP ETF (AMLP) - 1,239,540 shares, 8.40% of the total portfolio. Shares reduced by 5.21%
iShares TIPS Bond ETF (TIP) - 87,519 shares, 5.49% of the total portfolio. Shares added by 0.85%
iShares Core MSCI EAFE ETF (IEFA) - 100,716 shares, 4.56% of the total portfolio. Shares added by 0.10%

Added: iShares Core S&P 500 ETF (IVV)

Emerson Wealth Management, LLC added to a holding in iShares Core S&P 500 ETF by 49.74%. The purchase prices were between $284.16 and $302.28, with an estimated average price of $295.89. The stock is now traded at around $300.89. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,138 shares as of .

Sold Out: iShares U.S. Real Estate ETF (IYR)

Emerson Wealth Management, LLC sold out a holding in iShares U.S. Real Estate ETF. The sale prices were between $86.99 and $93.76, with an estimated average price of $90.48.

Here is the complete portfolio of Emerson Wealth Management, LLC. Also check out:

1. Emerson Wealth Management, LLC's Undervalued Stocks
2. Emerson Wealth Management, LLC's Top Growth Companies, and
3. Emerson Wealth Management, LLC's High Yield stocks
4. Stocks that Emerson Wealth Management, LLC keeps buying

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us ETF Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. It has an affiliated registered investment adviser, which serves as the subadviser to an exchange traded fund. This investment adviser does not provide advice to individual investors. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.