Amplius Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
17,659
+6,289
| +55% | +$378K | 0.1% | 78 |
|
|
2025
Q1 | $614K | Buy |
11,370
+3,183
| +39% | +$172K | 0.06% | 101 |
|
|
2024
Q4 | $428K | Buy |
8,187
+1,846
| +29% | +$96.4K | 0.04% | 117 |
|
|
2024
Q3 | $364K | Buy |
6,341
+7
| +0.1% | +$402 | 0.04% | 116 |
|
|
2024
Q2 | $339K | Buy |
6,334
+337
| +6% | +$18K | 0.04% | 121 |
|
|
2024
Q1 | $309K | Sell |
5,997
-4,360
| -42% | -$225K | 0.03% | 126 |
|
|
2023
Q4 | $524K | Buy |
10,357
+313
| +3% | +$15.8K | 0.06% | 95 |
|
|
2023
Q3 | $478K | Sell |
10,044
-1,448
| -13% | -$68.9K | 0.06% | 97 |
|
|
2023
Q2 | $566K | Sell |
11,492
-4,589
| -29% | -$226K | 0.08% | 91 |
|
|
2023
Q1 | $785K | Sell |
16,081
-4,630
| -22% | -$226K | 0.11% | 78 |
|
|
2022
Q4 | $967K | Sell |
20,711
-496
| -2% | -$23.2K | 0.15% | 72 |
|
|
2022
Q3 | $911K | Sell |
21,207
-317,675
| -94% | -$13.6M | 0.16% | 64 |
|
|
2022
Q2 | $16.6M | Buy |
338,882
+308,458
| +1,014% | +$15.1M | 2.69% | 11 |
|
|
2022
Q1 | $1.69M | Sell |
30,424
-4,982
| -14% | -$277K | 0.26% | 47 |
|
|
2021
Q4 | $2.12M | Buy |
+35,406
| New | +$2.12M | 0.29% | 41 |
|