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

Sierra Ocean’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
2025
Q3 		– Sell
-1,774
Closed -$102K – 465
2025
Q2 		$102K Hold
1,774
– – 0.07% 104
2025
Q1 		$97.1K Hold
1,774
– – 0.08% 100
2024
Q4 		$92.7K Buy
+1,774
New +$98.2K 0.08% 102

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Sierra Ocean's IEMG Position: Q3 2025 in Review

Sierra Ocean sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2025, closing a stake of 1,774 shares — an estimated $102K sold.

Sierra Ocean first reported a position in IEMG in Q4 2024 and held it in 3 quarters. The position peaked at $102K in Q2 2025. 1,975 funds tracked by Wall St. Rank hold IEMG as of Q3 2025.

  • Sierra Ocean reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 1,774 iShares Core MSCI Emerging Markets ETF shares in Q3 2025, an estimated $102K.
  • Sierra Ocean first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's iShares Core MSCI Emerging Markets ETF position peaked at $102K in Q2 2025.
  • 1,975 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.