Sanctuary Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sanctuary Wealth Management’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
2024 Q4	–	Sell	-1,027	Closed	-$59K	–	285
2024 Q3	$59K	Hold	1,027	–	–	0.04%	87
2024 Q2	$55K	Sell	1,027 -3	-0.3%	-$158	0.04%	84
2024 Q1	$53.1K	Hold	1,030	–	–	0.04%	87
2023 Q4	$52.1K	Buy	1,030 +1,027	+34,233%	+$49.7K	0.05%	82
2023 Q3	$143	Hold	3	–	–	﹤0.01%	276
2023 Q2	$148	Buy	+3	New	+$147	﹤0.01%	284

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sanctuary Wealth Management's IEMG Position: Q4 2024 in Review

Sanctuary Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2024, closing a stake of 1,027 shares — an estimated $59K sold.

Sanctuary Wealth Management first reported a position in IEMG in Q2 2023 and held it in 6 quarters. The position peaked at $59K in Q3 2024. 1,834 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

Sanctuary Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
Sanctuary Wealth Management sold 1,027 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $59K.
Sanctuary Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2023 and held it in 6 quarters.
Sanctuary Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $59K in Q3 2024.
1,834 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.