Sage Private Wealth Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sage Private Wealth Group’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
2022 Q4	–	Sell	-224	Closed	-$10K	–	112
2022 Q3	$10K	Hold	224	–	–	0.01%	149
2022 Q2	$11K	Hold	224	–	–	0.02%	139
2022 Q1	$12K	Hold	224	–	–	0.01%	140
2021 Q4	$13K	Hold	224	–	–	0.02%	136
2021 Q3	$14K	Hold	224	–	–	0.02%	135
2021 Q2	$15K	Hold	224	–	–	0.02%	125
2021 Q1	$14K	Hold	224	–	–	0.02%	128
2020 Q4	$14K	Buy	+224	New	+$12.9K	0.04%	118

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Sage Private Wealth Group's IEMG Position: Q4 2022 in Review

Sage Private Wealth Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2022, closing a stake of 224 shares — an estimated $10K sold.

Sage Private Wealth Group first reported a position in IEMG in Q4 2020 and held it in 8 quarters. The position peaked at $15K in Q2 2021. 1,452 funds tracked by Wall St. Rank hold IEMG as of Q4 2022.

Sage Private Wealth Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 224 iShares Core MSCI Emerging Markets ETF shares in Q4 2022, an estimated $10K.
Sage Private Wealth Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's iShares Core MSCI Emerging Markets ETF position peaked at $15K in Q2 2021.
1,452 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.