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 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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Strait & Sound Wealth Management's IEMG Position: Q4 2024 in Review

Strait & Sound Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2024, closing a stake of 5,245 shares — an estimated $301K sold.

Strait & Sound Wealth Management first reported a position in IEMG in Q4 2022 and held it in 8 quarters. The position peaked at $443K in Q3 2023. 1,842 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

Strait & Sound Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
Strait & Sound Wealth Management sold 5,245 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $301K.
Strait & Sound Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and held it in 8 quarters.
Strait & Sound Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $443K in Q3 2023.
1,842 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Strait & Sound Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.