Annis Gardner Whiting Capital 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
$123K Buy
2,057
+742
+56% +$44.5K 0.04% 279
2025
Q1
$71K Hold
1,315
0.03% 314
2024
Q4
$68.7K Sell
1,315
-1,201
-48% -$62.7K 0.02% 315
2024
Q3
$144K Buy
2,516
+926
+58% +$53.2K 0.04% 243
2024
Q2
$85.1K Buy
1,590
+11
+0.7% +$589 0.02% 332
2024
Q1
$81.5K Buy
1,579
+1,153
+271% +$59.5K 0.03% 314
2023
Q4
$21.5K Hold
426
0.01% 389
2023
Q3
$20.3K Buy
+426
New +$20.3K 0.01% 383