SAG
SageView Advisory Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Sell |
78,026
-11,817
| -13% | -$721K | 0.18% | 61 |
|
|
2025
Q1 | $4.85M | Sell |
89,843
-30,922
| -26% | -$1.67M | 0.21% | 54 |
|
|
2024
Q4 | $6.31M | Buy |
120,765
+11,697
| +11% | +$611K | 0.27% | 49 |
|
|
2024
Q3 | $6.26M | Sell |
109,068
-11,945
| -10% | -$686K | 0.32% | 41 |
|
|
2024
Q2 | $6.48M | Buy |
+121,013
| New | +$6.48M | 0.3% | 43 |
|
|
2024
Q1 | – | Sell |
-153,075
| Closed | -$7.45M | – | 631 |
|
|
2023
Q4 | $7.45M | Sell |
153,075
-59,508
| -28% | -$2.9M | 0.32% | 47 |
|
|
2023
Q3 | $10.1M | Buy |
212,583
+12,382
| +6% | +$589K | 0.58% | 28 |
|
|
2023
Q2 | $9.87M | Buy |
200,201
+18,444
| +10% | +$909K | 0.55% | 29 |
|
|
2023
Q1 | $8.87M | Buy |
181,757
+18,381
| +11% | +$897K | 0.57% | 30 |
|
|
2022
Q4 | $7.63M | Buy |
+163,376
| New | +$7.63M | 0.62% | 35 |
|