Sterling Investment Advisors (Pennsylvania)’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-771	Closed	-$38K	–	281
2022 Q2	$38K	Hold	771	–	–	0.01%	249
2022 Q1	$43K	Hold	771	–	–	0.01%	266
2021 Q4	$46K	Hold	771	–	–	0.01%	263
2021 Q3	$48K	Sell	771 -65	-8%	-$4.14K	0.01%	253
2021 Q2	$56K	Buy	836 +381	+84%	+$25.1K	0.02%	244
2021 Q1	$29K	Buy	+455	New	+$29.9K	0.01%	290
2020 Q4	–	Sell	-76	Closed	-$4K	–	457
2020 Q3	$4K	Buy	+76	New	+$3.98K	﹤0.01%	391
2020 Q1	–	Sell	-1,449	Closed	-$77K	–	407
2019 Q4	$77K	Hold	1,449	–	–	0.04%	173
2019 Q3	$71K	Hold	1,449	–	–	0.04%	180
2019 Q2	$75K	Buy	+1,449	New	+$74.1K	0.04%	174

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

Sterling Investment Advisors (Pennsylvania)'s IEMG Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2022, closing a stake of 771 shares — an estimated $38K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IEMG in Q2 2019 and held it in 10 quarters. The position peaked at $77K in Q4 2019. 1,371 funds tracked by Wall St. Rank hold IEMG as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 771 iShares Core MSCI Emerging Markets ETF shares in Q3 2022, an estimated $38K.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2019 and held it in 10 quarters.
Sterling Investment Advisors (Pennsylvania)'s iShares Core MSCI Emerging Markets ETF position peaked at $77K in Q4 2019.
1,371 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.