Sound Financial Strategies Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sound Financial Strategies Group’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
2022 Q3	–	Sell	-62,473	Closed	-$3.06M	–	41
2022 Q2	$3.06M	Buy	+62,473	New	+$3.23M	2.4%	5
2021 Q3	–	Sell	-4,796	Closed	-$321K	–	85
2021 Q2	$321K	Sell	4,796 -1,886	-28%	-$124K	0.16%	73
2021 Q1	$430K	Buy	6,682 +2,084	+45%	+$137K	0.22%	72
2020 Q4	$285K	Sell	4,598 -673	-13%	-$38.8K	0.16%	70
2020 Q3	$278K	Sell	5,271 -42	-0.8%	-$2.2K	0.18%	59
2020 Q2	$253K	Buy	5,313 +31	+0.6%	+$1.38K	0.16%	59
2020 Q1	$214K	Sell	5,282 -40	-0.8%	-$1.96K	0.15%	59
2019 Q4	$286K	Buy	+5,322	New	+$274K	0.18%	61

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Sound Financial Strategies Group's IEMG Position: Q3 2022 in Review

Sound Financial Strategies Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2022, closing a stake of 62,473 shares — an estimated $3.06M sold.

Sound Financial Strategies Group first reported a position in IEMG in Q4 2019 and held it in 8 quarters. The position peaked at $3.06M in Q2 2022. 1,370 funds tracked by Wall St. Rank hold IEMG as of Q3 2022.

Sound Financial Strategies Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Sound Financial Strategies Group sold 62,473 iShares Core MSCI Emerging Markets ETF shares in Q3 2022, an estimated $3.06M.
Sound Financial Strategies Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and held it in 8 quarters.
Sound Financial Strategies Group's iShares Core MSCI Emerging Markets ETF position peaked at $3.06M in Q2 2022.
1,370 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2022.

Based on Sound Financial Strategies Group's 13F filing for Q3 2022, filed 9 Nov 2022.