Beacon Financial Advisory’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 | $950K | Buy |
15,820
+7,759
| +96% | +$466K | 0.25% | 110 |
|
|
2025
Q1 | $435K | Buy |
8,061
+2,380
| +42% | +$128K | 0.13% | 187 |
|
|
2024
Q4 | $297K | Buy |
5,681
+469
| +9% | +$24.5K | 0.1% | 229 |
|
|
2024
Q3 | $299K | Sell |
5,212
-2,315
| -31% | -$133K | 0.1% | 219 |
|
|
2024
Q2 | $403K | Buy |
+7,527
| New | +$403K | 0.15% | 175 |
|
|
2024
Q1 | – | Sell |
-7,060
| Closed | -$357K | – | 261 |
|
|
2023
Q4 | $357K | Sell |
7,060
-1,616
| -19% | -$81.7K | 0.17% | 160 |
|
|
2023
Q3 | $413K | Sell |
8,676
-3,070
| -26% | -$146K | 0.23% | 134 |
|
|
2023
Q2 | $579K | Buy |
11,746
+706
| +6% | +$34.8K | 0.33% | 96 |
|
|
2023
Q1 | $539K | Buy |
+11,040
| New | +$539K | 0.34% | 101 |
|
|
2021
Q2 | – | Sell |
-3,297
| Closed | -$212K | – | 228 |
|
|
2021
Q1 | $212K | Sell |
3,297
-53
| -2% | -$3.41K | 0.12% | 204 |
|
|
2020
Q4 | $207K | Buy |
+3,350
| New | +$207K | 0.13% | 187 |
|