Berman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.7M | Sell |
43,756
-2,525
| -5% | -$156K | 0.43% | 32 |
|
|
2021
Q2 | $3.1M | Sell |
46,281
-601
| -1% | -$40.3K | 0.49% | 24 |
|
|
2021
Q1 | $3.02M | Sell |
46,882
-1,898
| -4% | -$122K | 0.63% | 22 |
|
|
2020
Q4 | $3.03M | Sell |
48,780
-15,034
| -24% | -$933K | 0.72% | 20 |
|
|
2020
Q3 | $3.37M | Sell |
63,814
-63,483
| -50% | -$3.35M | 0.96% | 17 |
|
|
2020
Q2 | $6.06M | Sell |
127,297
-72,981
| -36% | -$3.47M | 1.59% | 13 |
|
|
2020
Q1 | $8.1M | Buy |
200,278
+42,316
| +27% | +$1.71M | 2.61% | 10 |
|
|
2019
Q4 | $8.49M | Buy |
157,962
+7,847
| +5% | +$422K | 2.45% | 12 |
|
|
2019
Q3 | $7.36M | Buy |
150,115
+9,696
| +7% | +$475K | 2.29% | 12 |
|
|
2019
Q2 | $7.22M | Buy |
140,419
+46,620
| +50% | +$2.4M | 2.3% | 12 |
|
|
2019
Q1 | $4.85M | Buy |
93,799
+39,189
| +72% | +$2.03M | 1.62% | 16 |
|
|
2018
Q4 | $2.57M | Buy |
+54,610
| New | +$2.57M | 1.01% | 18 |
|