Sterling Financial Planning’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sterling Financial Planning’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
2021 Q4	–	Sell	-234	Closed	-$14K	–	235
2021 Q3	$14K	Hold	234	–	–	0.01%	290
2021 Q2	$16K	Hold	234	–	–	0.01%	267
2021 Q1	$15K	Buy	234 +55	+31%	+$3.62K	0.01%	246
2020 Q4	$11K	Buy	+179	New	+$10.3K	0.01%	255

Other funds holding IEMG

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

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

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Sterling Financial Planning's IEMG Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2021, closing a stake of 234 shares — an estimated $14K sold.

Sterling Financial Planning first reported a position in IEMG in Q4 2020 and held it in 4 quarters. The position peaked at $16K in Q2 2021. 1,498 funds tracked by Wall St. Rank hold IEMG as of Q4 2021.

Sterling Financial Planning reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 234 iShares Core MSCI Emerging Markets ETF shares in Q4 2021, an estimated $14K.
Sterling Financial Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's iShares Core MSCI Emerging Markets ETF position peaked at $16K in Q2 2021.
1,498 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.