Sierra Capital’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sierra Capital’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
2023 Q1	–	Sell	-512	Closed	-$24K	–	357
2022 Q4	$24K	Hold	512	–	–	﹤0.01%	299
2022 Q3	$22K	Sell	512 -19,571	-97%	-$938K	﹤0.01%	316
2022 Q2	$985K	Buy	20,083 +178	+0.9%	+$9.2K	0.18%	99
2022 Q1	$1.11M	Sell	19,905 -2,994	-13%	-$173K	0.17%	103
2021 Q4	$1.37M	Buy	22,899 +527	+2%	+$32.5K	0.2%	100
2021 Q3	$1.4M	Hold	22,372	–	–	0.23%	98
2021 Q2	$1.5M	Buy	22,372 +157	+0.7%	+$10.3K	0.28%	89
2021 Q1	$1.43M	Buy	+22,215	New	+$1.46M	0.27%	88

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Sierra Capital's IEMG Position: Q1 2023 in Review

Sierra Capital sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2023, closing a stake of 512 shares — an estimated $24K sold.

Sierra Capital first reported a position in IEMG in Q1 2021 and held it in 8 quarters. The position peaked at $1.5M in Q2 2021. 1,526 funds tracked by Wall St. Rank hold IEMG as of Q1 2023.

Sierra Capital reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 512 iShares Core MSCI Emerging Markets ETF shares in Q1 2023, an estimated $24K.
Sierra Capital first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2021 and held it in 8 quarters.
Sierra Capital's iShares Core MSCI Emerging Markets ETF position peaked at $1.5M in Q2 2021.
1,526 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.