Balanced Rock Investment 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 | $272K | Sell |
4,539
-313
| -6% | -$18.8K | 0.21% | 85 |
|
|
2025
Q1 | $262K | Sell |
4,852
-48
| -1% | -$2.59K | 0.21% | 76 |
|
|
2024
Q4 | $256K | Sell |
4,900
-287
| -6% | -$15K | 0.2% | 78 |
|
|
2024
Q3 | $298K | Sell |
5,187
-382
| -7% | -$21.9K | 0.23% | 72 |
|
|
2024
Q2 | $298K | Hold |
5,569
| – | – | 0.25% | 69 |
|
|
2024
Q1 | $287K | Sell |
5,569
-113
| -2% | -$5.83K | 0.25% | 76 |
|
|
2023
Q4 | $287K | Buy |
+5,682
| New | +$287K | 0.26% | 84 |
|