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

Sage Mountain 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
2026 Q2	$630K	Sell	7,602 -10	-0.1%	-$797	0.04%	126
2026 Q1	$531K	Sell	7,612 -44	-0.6%	-$3.18K	0.04%	133
2025 Q4	$515K	Hold	7,656	–	–	0.03%	266
2025 Q3	$505K	Sell	7,656 -116	-1%	-$7.24K	0.03%	274
2025 Q2	$467K	Sell	7,772 -109	-1%	-$6.08K	0.03%	252
2025 Q1	$425K	Sell	7,881 -1,188	-13%	-$64K	0.03%	245
2024 Q4	$474K	Buy	9,069 +1,103	+14%	+$61.1K	0.03%	219
2024 Q3	$457K	Sell	7,966 -218	-3%	-$11.8K	0.04%	216
2024 Q2	$438K	Sell	8,184 -22	-0.3%	-$1.16K	0.04%	193
2024 Q1	$423K	Sell	8,206 -3,999	-33%	-$200K	0.04%	183
2023 Q4	$617K	Buy	12,205 +4,859	+66%	+$235K	0.07%	114
2023 Q3	$350K	Sell	7,346 -38	-0.5%	-$1.88K	0.05%	165
2023 Q2	$364K	Sell	7,384 -739	-9%	-$36.1K	0.05%	158
2023 Q1	$396K	Hold	8,123	–	–	0.06%	127
2022 Q4	$379K	Buy	+8,123	New	+$369K	0.09%	89
2022 Q1	–	Sell	-2,498	Closed	-$150K	–	663
2021 Q4	$150K	Buy	+2,498	New	+$154K	0.02%	556
2021 Q2	–	Sell	-3,316	Closed	-$213K	–	528
2021 Q1	$213K	Buy	+3,316	New	+$218K	0.05%	289

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sage Mountain Advisors's IEMG Position: Q2 2026 in Review

Sage Mountain Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.13% in Q2 2026, selling an estimated $797 and leaving 7,602 shares worth $630K. The position accounts for 0.04% of the portfolio, ranked #126.

Sage Mountain Advisors first reported a position in IEMG in Q1 2021 and has held it in 17 quarters since. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Sage Mountain Advisors held 7,602 shares of iShares Core MSCI Emerging Markets ETF worth $630K as of Q2 2026.
Sage Mountain Advisors sold 10 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $797.
iShares Core MSCI Emerging Markets ETF made up 0.04% of Sage Mountain Advisors's portfolio in Q2 2026, its #126 holding.
Sage Mountain Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2021 and has held it in 17 quarters since.
2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.