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