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

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,248
Closed -$265K 232
2023
Q4
$265K Buy
5,248
+206
+4% +$10.4K 0.13% 154
2023
Q3
$240K Hold
5,042
0.13% 146
2023
Q2
$249K Buy
5,042
+3,972
+371% +$196K 0.14% 142
2023
Q1
$52.2K Hold
1,070
0.02% 469
2022
Q4
$50K Sell
1,070
-6
-0.6% -$280 0.02% 363
2022
Q3
$49K Buy
1,076
+592
+122% +$27K 0.03% 371
2022
Q2
$23K Hold
484
0.01% 508
2022
Q1
$27K Buy
484
+224
+86% +$12.5K 0.01% 493
2021
Q4
$16K Hold
260
0.01% 610
2021
Q3
$16K Sell
260
-84
-24% -$5.17K 0.01% 547
2021
Q2
$23K Buy
344
+6
+2% +$401 0.02% 506
2021
Q1
$22K Hold
338
0.02% 481
2020
Q4
$21K Buy
+338
New +$21K 0.02% 477