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Sugarloaf Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sugarloaf 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 		$8.34K Buy
160
+7
+5% +$388 ﹤0.01% 524
2024
Q3 		$8.77K Hold
153
– – ﹤0.01% 517
2024
Q2 		$8.18K Sell
153
-2,135
-93% -$113K ﹤0.01% 496
2024
Q1 		$118K Hold
2,288
– – 0.02% 215
2023
Q4 		$116K Buy
2,288
+41
+2% +$1.99K 0.03% 208
2023
Q3 		$107K Sell
2,247
-1
-0% -$49 0.03% 203
2023
Q2 		$111K Sell
2,248
-425
-16% -$20.8K 0.03% 197
2023
Q1 		$130K Sell
2,673
-3,701
-58% -$182K 0.03% 175
2022
Q4 		$298K Sell
6,374
-128
-2% -$5.82K 0.07% 102
2022
Q3 		$280K Sell
6,502
-563
-8% -$27K 0.07% 101
2022
Q2 		$347K Sell
7,065
-110,424
-94% -$5.71M 0.09% 88
2022
Q1 		$6.54M Sell
117,489
-10,625
-8% -$614K 1.55% 12
2021
Q4 		$7.67M Buy
128,114
+7,525
+6% +$464K 1.82% 12
2021
Q3 		$7.45M Sell
120,589
-98,431
-45% -$6.27M 1.96% 12
2021
Q2 		$14.7M Buy
219,020
+216,886
+10,163% +$14.3M 4.01% 6
2021
Q1 		$12.9K Sell
2,134
-122,608
-98% -$8.07M 3.84% 6
2020
Q4 		$7.74M Buy
124,742
+4,095
+3% +$236K 2.59% 9
2020
Q3 		$6.4M Sell
120,647
-2,764
-2% -$145K 2.33% 10
2020
Q2 		$5.91M Buy
123,411
+236
+0.2% +$10.5K 2.27% 11
2020
Q1 		$4.99M Buy
123,175
+15,970
+15% +$784K 2.23% 10
2019
Q4 		$5.76M Buy
+107,205
New +$5.52M 2.45% 10

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

Sugarloaf Wealth Management's IEMG Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.6% in Q4 2024, buying an estimated $388 and bringing the position to 160 shares worth $8.34K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Sugarloaf Wealth Management first reported a position in IEMG in Q4 2019 and has held it in 21 quarters since. The position peaked at $14.7M in Q2 2021. 1,834 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

  • Sugarloaf Wealth Management held 160 shares of iShares Core MSCI Emerging Markets ETF worth $8.34K as of Q4 2024.
  • Sugarloaf Wealth Management bought 7 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $388.
  • iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #524 holding.
  • Sugarloaf Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $14.7M in Q2 2021.
  • 1,834 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.