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Avantax Planning Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
173,126
+12,885
| +8% | +$773K | 0.33% | 53 |
|
|
2025
Q1 | $8.65M | Sell |
160,241
-4,361
| -3% | -$235K | 0.31% | 57 |
|
|
2024
Q4 | $8.6M | Sell |
164,602
-8,828
| -5% | -$461K | 0.31% | 51 |
|
|
2024
Q3 | $9.96M | Sell |
173,430
-95,250
| -35% | -$5.47M | 0.36% | 42 |
|
|
2024
Q2 | $14.4M | Sell |
268,680
-430,309
| -62% | -$23M | 0.46% | 32 |
|
|
2024
Q1 | $36.1M | Buy |
698,989
+100,962
| +17% | +$5.21M | 1.17% | 11 |
|
|
2023
Q4 | $30.2M | Sell |
598,027
-10,571
| -2% | -$535K | 1.15% | 16 |
|
|
2023
Q3 | $29M | Buy |
608,598
+33,435
| +6% | +$1.59M | 1.21% | 16 |
|
|
2023
Q2 | $28.3M | Buy |
575,163
+36,557
| +7% | +$1.8M | 1.13% | 17 |
|
|
2023
Q1 | $26.3M | Buy |
538,606
+17,180
| +3% | +$838K | 1.07% | 17 |
|
|
2022
Q4 | $24.4M | Buy |
521,426
+125,825
| +32% | +$5.88M | 0.97% | 17 |
|
|
2022
Q3 | $17M | Buy |
395,601
+77,517
| +24% | +$3.33M | 0.77% | 22 |
|
|
2022
Q2 | $15.6M | Sell |
318,084
-125,917
| -28% | -$6.18M | 0.67% | 22 |
|
|
2022
Q1 | $24.7M | Buy |
444,001
+157,636
| +55% | +$8.76M | 0.98% | 14 |
|
|
2021
Q4 | $17.1M | Sell |
286,365
-9,300
| -3% | -$557K | 0.71% | 12 |
|
|
2021
Q3 | $18.3M | Buy |
295,665
+37,834
| +15% | +$2.34M | 0.84% | 11 |
|
|
2021
Q2 | $17.3M | Buy |
257,831
+137,862
| +115% | +$9.24M | 0.81% | 11 |
|
|
2021
Q1 | $7.72M | Buy |
119,969
+115,183
| +2,407% | +$7.41M | 0.4% | 25 |
|
|
2020
Q4 | $297K | Sell |
4,786
-428
| -8% | -$26.6K | 0.02% | 224 |
|
|
2020
Q3 | $275K | Sell |
5,214
-100
| -2% | -$5.27K | 0.01% | 238 |
|
|
2020
Q2 | $253K | Hold |
5,314
| – | – | 0.01% | 234 |
|
|
2020
Q1 | $215K | Sell |
5,314
-3,800
| -42% | -$154K | 0.02% | 246 |
|
|
2019
Q4 | $490K | Sell |
9,114
-379
| -4% | -$20.4K | 0.03% | 177 |
|
|
2019
Q3 | $465K | Buy |
9,493
+94
| +1% | +$4.6K | 0.03% | 176 |
|
|
2019
Q2 | $482K | Buy |
9,399
+103
| +1% | +$5.28K | 0.03% | 176 |
|
|
2019
Q1 | $481K | Buy |
9,296
+765
| +9% | +$39.6K | 0.03% | 169 |
|
|
2018
Q4 | $402K | Sell |
8,531
-922
| -10% | -$43.4K | 0.03% | 166 |
|
|
2018
Q3 | $489K | Sell |
9,453
-354
| -4% | -$18.3K | 0.04% | 140 |
|
|
2018
Q2 | $516K | Sell |
9,807
-630
| -6% | -$33.1K | 0.05% | 130 |
|
|
2018
Q1 | $610K | Sell |
10,437
-1,570
| -13% | -$91.8K | 0.05% | 156 |
|
|
2017
Q4 | $683K | Sell |
12,007
-405
| -3% | -$23K | 0.06% | 137 |
|
|
2017
Q3 | $670K | Buy |
12,412
+5,720
| +85% | +$309K | 0.05% | 165 |
|
|
2017
Q2 | $335K | Buy |
+6,692
| New | +$335K | 0.03% | 236 |
|