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Strait & Sound Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Strait & Sound Wealth Management’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
2024
Q4 		– Sell
-5,245
Closed -$301K – 149
2024
Q3 		$301K Sell
5,245
-600
-10% -$32.5K 0.15% 107
2024
Q2 		$313K Buy
5,845
+417
+8% +$22K 0.16% 103
2024
Q1 		$283K Sell
5,428
-50
-0.9% -$2.5K 0.16% 104
2023
Q4 		$262K Sell
5,478
-3,822
-41% -$185K 0.16% 103
2023
Q3 		$443K Buy
9,300
+1,450
+18% +$71.8K 0.38% 60
2023
Q2 		$387K Hold
7,850
– – 0.38% 57
2023
Q1 		$383K Sell
7,850
-32
-0.4% -$1.57K 0.38% 63
2022
Q4 		$398K Buy
+7,882
New +$358K 0.43% 58

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return