Sage Mountain Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $467K | Sell |
7,772
-109
| -1% | -$6.54K | 0.03% | 252 |
|
2025
Q1 | $425K | Sell |
7,881
-1,188
| -13% | -$64.1K | 0.03% | 245 |
|
2024
Q4 | $474K | Buy |
9,069
+1,103
| +14% | +$57.6K | 0.03% | 219 |
|
2024
Q3 | $457K | Sell |
7,966
-218
| -3% | -$12.5K | 0.04% | 216 |
|
2024
Q2 | $438K | Sell |
8,184
-22
| -0.3% | -$1.18K | 0.04% | 193 |
|
2024
Q1 | $423K | Sell |
8,206
-3,999
| -33% | -$206K | 0.04% | 183 |
|
2023
Q4 | $617K | Buy |
12,205
+4,859
| +66% | +$246K | 0.07% | 114 |
|
2023
Q3 | $350K | Sell |
7,346
-38
| -0.5% | -$1.81K | 0.05% | 165 |
|
2023
Q2 | $364K | Sell |
7,384
-739
| -9% | -$36.4K | 0.05% | 158 |
|
2023
Q1 | $396K | Hold |
8,123
| – | – | 0.06% | 127 |
|
2022
Q4 | $379K | Buy |
+8,123
| New | +$379K | 0.09% | 89 |
|
2022
Q1 | – | Sell |
-2,498
| Closed | -$150K | – | 662 |
|
2021
Q4 | $150K | Buy |
+2,498
| New | +$150K | 0.02% | 554 |
|
2021
Q2 | – | Sell |
-3,316
| Closed | -$213K | – | 527 |
|
2021
Q1 | $213K | Buy |
+3,316
| New | +$213K | 0.05% | 288 |
|