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