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

Sage 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
2024 Q3	–	Sell	-10,293	Closed	-$551K	–	145
2024 Q2	$551K	Hold	10,293	–	–	0.16%	85
2024 Q1	$531K	Hold	10,293	–	–	0.15%	86
2023 Q4	$521K	Buy	+10,293	New	+$499K	0.17%	84
2018 Q2	–	Sell	-7,164	Closed	-$418K	–	89
2018 Q1	$418K	Buy	+7,164	New	+$424K	0.3%	61

Other funds holding IEMG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Sage Capital Advisors's IEMG Position: Q3 2024 in Review

Sage Capital Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2024, closing a stake of 10,293 shares — an estimated $551K sold.

Sage Capital Advisors first reported a position in IEMG in Q1 2018 and held it in 4 quarters. The position peaked at $551K in Q2 2024. 1,736 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

Sage Capital Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
Sage Capital Advisors sold 10,293 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $551K.
Sage Capital Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and held it in 4 quarters.
Sage Capital Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $551K in Q2 2024.
1,736 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Sage Capital Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.