EM
FORMER OFFICIAL
Eric M Ueland
—
Transactions
13
Total transactions associated with this filer
Disclosed purchases
19
$18.0K – $95.0K
Average modeled return
-0.6%
4 modeled purchases
Average vs. S&P 500
-1.8%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| IEMG | iShares Core MSCIEmerging Markets ETF (IEMG) | Jul 15, 2026 | Sep 18, 2026 | +2.5% | +1.2% | +1.3% |
| MEIIX | MFS Value Fund Class I Shares (MEIIX) | Jul 15, 2026 | Sep 18, 2026 | -1.3% | +1.2% | -2.4% |
| PONPX | PIMCO Income Fund Class I-2 Shares (PONPX) | Jul 15, 2026 | Sep 18, 2026 | -1.8% | +1.2% | -3.0% |
| PONPX | PIMCO Income Fund Class I-2 Shares (PONPX) | Jul 15, 2026 | Sep 18, 2026 | -1.8% | +1.2% | -3.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 13 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| IEMG | iShares Core MSCIEmerging Markets ETF (IEMG) | Jul 15, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MEIIX | MFS Value Fund Class I Shares (MEIIX) | Jul 15, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PONPX | PIMCO Income Fund Class I-2 Shares (PONPX) | Jul 15, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| PONPX | PIMCO Income Fund Class I-2 Shares (PONPX) | Jul 15, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IEFA | iShares Core MSCI EAFE ETF (IEFA) | Jul 15, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| IWD | iShares Russell 1000 Value ETF (IWD) | Jul 15, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| IWF | iShares Russell 1000 Growth ETF (IWF) | Jul 15, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| SCHO | Schwab Short-Term US Treasury ETF (SCHO) | Jul 15, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| SCHO | Schwab Short-Term US Treasury ETF (SCHO) | Jul 15, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| SCHO | Schwab Short-Term US Treasury ETF (SCHO) | Jul 15, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| VTV | Vanguard Value Index Fund ETF Shares (VTV) | Jul 15, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| VTV | Vanguard Value Index Fund ETF Shares (VTV) | Jul 15, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| VTV | Vanguard Value Index Fund ETF Shares (VTV) | Jul 15, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.