Sightline Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sightline Wealth Advisors’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 Q1	–	Sell	-4,891	Closed	-$255K	–	84
2024 Q4	$255K	Sell	4,891 -2,635	-35%	-$146K	0.14%	72
2024 Q3	$432K	Sell	7,526 -2,501	-25%	-$135K	0.24%	53
2024 Q2	$537K	Sell	10,027 -1,472	-13%	-$77.6K	0.33%	44
2024 Q1	$593K	Sell	11,499 -6,174	-35%	-$309K	0.39%	40
2023 Q4	$894K	Buy	17,673 +4,397	+33%	+$213K	0.68%	33
2023 Q3	$632K	Buy	+13,276	New	+$657K	0.59%	36

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sightline Wealth Advisors's IEMG Position: Q1 2025 in Review

Sightline Wealth Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2025, closing a stake of 4,891 shares — an estimated $255K sold.

Sightline Wealth Advisors first reported a position in IEMG in Q3 2023 and held it in 6 quarters. The position peaked at $894K in Q4 2023. 1,850 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

Sightline Wealth Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Sightline Wealth Advisors sold 4,891 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $255K.
Sightline Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2023 and held it in 6 quarters.
Sightline Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $894K in Q4 2023.
1,850 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on Sightline Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.