Altium Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $60.8M | Buy |
1,240,049
+37,097
| +3% | +$1.82M | 4.38% | 4 |
|
|
2022
Q1 | $66.8M | Buy |
1,202,952
+99,228
| +9% | +$5.51M | 4.31% | 4 |
|
|
2021
Q4 | $66.1M | Sell |
1,103,724
-18,415
| -2% | -$1.1M | 4.26% | 4 |
|
|
2021
Q3 | $69.3M | Buy |
1,122,139
+76,609
| +7% | +$4.73M | 4.95% | 4 |
|
|
2021
Q2 | $70M | Buy |
1,045,530
+253,415
| +32% | +$17M | 5.13% | 4 |
|
|
2021
Q1 | $51M | Buy |
792,115
+212,282
| +37% | +$13.7M | 4.09% | 5 |
|
|
2020
Q4 | $36M | Buy |
579,833
+34,236
| +6% | +$2.12M | 3.18% | 7 |
|
|
2020
Q3 | $28.8M | Buy |
545,597
+10,565
| +2% | +$558K | 2.99% | 9 |
|
|
2020
Q2 | $25.5M | Sell |
535,032
-18,512
| -3% | -$881K | 2.86% | 9 |
|
|
2020
Q1 | $22.4M | Buy |
553,544
+85,587
| +18% | +$3.46M | 3.07% | 8 |
|
|
2019
Q4 | $25.2M | Buy |
467,957
+47,212
| +11% | +$2.54M | 3.01% | 10 |
|
|
2019
Q3 | $20.6M | Buy |
420,745
+23,312
| +6% | +$1.14M | 2.78% | 11 |
|
|
2019
Q2 | $20.4M | Buy |
397,433
+26,232
| +7% | +$1.35M | 2.96% | 10 |
|
|
2019
Q1 | $19.2M | Buy |
371,201
+11,351
| +3% | +$587K | 3.06% | 8 |
|
|
2018
Q4 | $17M | Buy |
359,850
+89,721
| +33% | +$4.23M | 3.24% | 8 |
|
|
2018
Q3 | $14M | Buy |
270,129
+81,616
| +43% | +$4.23M | 2.68% | 7 |
|
|
2018
Q2 | $9.9M | Buy |
188,513
+59,787
| +46% | +$3.14M | 2.64% | 5 |
|
|
2018
Q1 | $7.52M | Buy |
128,726
+30,625
| +31% | +$1.79M | 2.96% | 7 |
|
|
2017
Q4 | $5.58M | Buy |
+98,101
| New | +$5.58M | 2.55% | 7 |
|