SFA
Sequoia Financial Advisors’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 | $6.42M | Sell |
106,911
-21,099
| -16% | -$1.27M | 0.04% | 240 |
|
|
2025
Q1 | $6.91M | Sell |
128,010
-479,665
| -79% | -$25.9M | 0.05% | 230 |
|
|
2024
Q4 | $31.7M | Buy |
607,675
+50,648
| +9% | +$2.64M | 0.31% | 77 |
|
|
2024
Q3 | $32M | Buy |
557,027
+14,010
| +3% | +$804K | 0.34% | 70 |
|
|
2024
Q2 | $29.1M | Buy |
543,017
+29,825
| +6% | +$1.6M | 0.35% | 66 |
|
|
2024
Q1 | $26.5M | Buy |
513,192
+24,870
| +5% | +$1.28M | 0.33% | 69 |
|
|
2023
Q4 | $24.7M | Buy |
488,322
+54,652
| +13% | +$2.76M | 0.31% | 69 |
|
|
2023
Q3 | $20.6M | Buy |
433,670
+15,654
| +4% | +$745K | 0.36% | 59 |
|
|
2023
Q2 | $20.6M | Buy |
418,016
+50,863
| +14% | +$2.51M | 0.35% | 55 |
|
|
2023
Q1 | $17.9M | Buy |
367,153
+32,283
| +10% | +$1.58M | 0.4% | 48 |
|
|
2022
Q4 | $15.6M | Buy |
334,870
+59,866
| +22% | +$2.8M | 0.38% | 53 |
|
|
2022
Q3 | $11.8M | Sell |
275,004
-3,331
| -1% | -$143K | 0.37% | 47 |
|
|
2022
Q2 | $13.7M | Buy |
278,335
+50,204
| +22% | +$2.46M | 0.39% | 47 |
|
|
2022
Q1 | $12.7M | Buy |
228,131
+57,544
| +34% | +$3.2M | 0.32% | 63 |
|
|
2021
Q4 | $10.2M | Buy |
170,587
+157,556
| +1,209% | +$9.43M | 0.28% | 75 |
|
|
2021
Q3 | $805K | Sell |
13,031
-111,059
| -89% | -$6.86M | 0.08% | 121 |
|
|
2021
Q2 | $8.31M | Buy |
124,090
+48,542
| +64% | +$3.25M | 0.3% | 59 |
|
|
2021
Q1 | $4.86M | Buy |
75,548
+13,523
| +22% | +$870K | 0.2% | 78 |
|
|
2020
Q4 | $3.85M | Buy |
62,025
+15,543
| +33% | +$964K | 0.18% | 81 |
|
|
2020
Q3 | $2.45M | Buy |
46,482
+20,307
| +78% | +$1.07M | 0.13% | 97 |
|
|
2020
Q2 | $1.25M | Buy |
26,175
+3,634
| +16% | +$173K | 0.07% | 129 |
|
|
2020
Q1 | $912K | Buy |
22,541
+3,789
| +20% | +$153K | 0.07% | 130 |
|
|
2019
Q4 | $1.01M | Buy |
18,752
+3,206
| +21% | +$172K | 0.06% | 140 |
|
|
2019
Q3 | $762K | Buy |
15,546
+1,434
| +10% | +$70.3K | 0.06% | 148 |
|
|
2019
Q2 | $726K | Buy |
14,112
+3,296
| +30% | +$170K | 0.05% | 152 |
|
|
2019
Q1 | $559K | Sell |
10,816
-119,901
| -92% | -$6.2M | 0.05% | 170 |
|
|
2018
Q4 | $6.16M | Sell |
130,717
-1,778
| -1% | -$83.8K | 0.71% | 25 |
|
|
2018
Q3 | $6.86M | Sell |
132,495
-2,190
| -2% | -$113K | 0.68% | 24 |
|
|
2018
Q2 | $7.07M | Buy |
134,685
+5,488
| +4% | +$288K | 0.75% | 22 |
|
|
2018
Q1 | $7.55M | Buy |
129,197
+2,421
| +2% | +$141K | 0.79% | 21 |
|
|
2017
Q4 | $7.21M | Sell |
126,776
-1,418
| -1% | -$80.7K | 0.76% | 21 |
|
|
2017
Q3 | $6.93M | Buy |
128,194
+708
| +0.6% | +$38.2K | 0.82% | 22 |
|
|
2017
Q2 | $6.38M | Buy |
127,486
+2,079
| +2% | +$104K | 0.79% | 24 |
|
|
2017
Q1 | $5.99M | Buy |
125,407
+11,061
| +10% | +$529K | 0.76% | 28 |
|
|
2016
Q4 | $4.85M | Buy |
114,346
+105,244
| +1,156% | +$4.47M | 0.69% | 31 |
|
|
2016
Q3 | $415K | Sell |
9,102
-5,740
| -39% | -$262K | 0.08% | 131 |
|
|
2016
Q2 | $621K | Hold |
14,842
| – | – | 0.17% | 97 |
|
|
2016
Q1 | $618K | Buy |
+14,842
| New | +$618K | 0.2% | 87 |
|
|
2015
Q3 | – | Sell |
-4,180
| Closed | -$201K | – | 187 |
|
|
2015
Q2 | $201K | Hold |
4,180
| – | – | 0.08% | 180 |
|
|
2015
Q1 | $202K | Buy |
+4,180
| New | +$202K | 0.09% | 172 |
|