Beta Wealth Group’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-21,695
| Closed | -$1.34M | – | 94 |
|
2021
Q4 | $1.34M | Hold |
21,695
| – | – | 0.97% | 31 |
|
2021
Q3 | $1.34M | Buy |
21,695
+1,484
| +7% | +$91.7K | 0.97% | 31 |
|
2021
Q2 | $1.35M | Buy |
20,211
+656
| +3% | +$43.9K | 0.94% | 32 |
|
2021
Q1 | $1.26M | Sell |
19,555
-1,328
| -6% | -$85.5K | 0.92% | 32 |
|
2020
Q4 | $1.3M | Buy |
+20,883
| New | +$1.3M | 1.11% | 25 |
|