Beaumont Financial 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 | $416K | Buy |
6,923
+237
| +4% | +$14.2K | 0.03% | 248 |
|
|
2025
Q1 | $361K | Hold |
6,686
| – | – | 0.03% | 266 |
|
|
2024
Q4 | $349K | Buy |
6,686
+1,243
| +23% | +$64.9K | 0.03% | 267 |
|
|
2024
Q3 | $312K | Sell |
5,443
-51
| -0.9% | -$2.93K | 0.02% | 269 |
|
|
2024
Q2 | $294K | Sell |
5,494
-3,866
| -41% | -$207K | 0.02% | 280 |
|
|
2024
Q1 | $483K | Buy |
9,360
+1,798
| +24% | +$92.8K | 0.04% | 206 |
|
|
2023
Q4 | $382K | Sell |
7,562
-770
| -9% | -$38.9K | 0.03% | 229 |
|
|
2023
Q3 | $397K | Sell |
8,332
-481
| -5% | -$22.9K | 0.04% | 209 |
|
|
2023
Q2 | $434K | Buy |
+8,813
| New | +$434K | 0.04% | 209 |
|
|
2023
Q1 | – | Sell |
-4,678
| Closed | -$218K | – | 331 |
|
|
2022
Q4 | $218K | Sell |
4,678
-275
| -6% | -$12.8K | 0.02% | 296 |
|
|
2022
Q3 | $213K | Hold |
4,953
| – | – | 0.02% | 286 |
|
|
2022
Q2 | $243K | Sell |
4,953
-184
| -4% | -$9.03K | 0.02% | 273 |
|
|
2022
Q1 | $285K | Buy |
+5,137
| New | +$285K | 0.02% | 286 |
|
|
2020
Q4 | – | Sell |
-6,231
| Closed | -$329K | – | 346 |
|
|
2020
Q3 | $329K | Buy |
+6,231
| New | +$329K | 0.03% | 251 |
|
|
2020
Q1 | – | Sell |
-4,623
| Closed | -$249K | – | 258 |
|
|
2019
Q4 | $249K | Sell |
4,623
-2,015
| -30% | -$109K | 0.02% | 248 |
|
|
2019
Q3 | $325K | Sell |
6,638
-185
| -3% | -$9.06K | 0.03% | 205 |
|
|
2019
Q2 | $351K | Buy |
6,823
+1,000
| +17% | +$51.4K | 0.04% | 181 |
|
|
2019
Q1 | $301K | Buy |
5,823
+22
| +0.4% | +$1.14K | 0.03% | 188 |
|
|
2018
Q4 | $274K | Sell |
5,801
-24,901
| -81% | -$1.18M | 0.04% | 163 |
|
|
2018
Q3 | $1.59M | Sell |
30,702
-7,247
| -19% | -$375K | 0.16% | 81 |
|
|
2018
Q2 | $1.99M | Sell |
37,949
-18
| -0% | -$945 | 0.21% | 69 |
|
|
2018
Q1 | $2.22M | Sell |
37,967
-1,161
| -3% | -$67.8K | 0.25% | 72 |
|
|
2017
Q4 | $2.23M | Buy |
+39,128
| New | +$2.23M | 0.26% | 72 |
|
|
2014
Q4 | – | Sell |
-239,873
| Closed | -$12M | – | 163 |
|
|
2014
Q3 | $12M | Buy |
239,873
+8,484
| +4% | +$425K | 0.78% | 51 |
|
|
2014
Q2 | $12M | Buy |
+231,389
| New | +$12M | 0.85% | 48 |
|