Blue Bell Private Wealth Management’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 | $53.6K | Hold |
893
| – | – | 0.01% | 384 |
|
|
2025
Q1 | $48.2K | Buy |
893
+388
| +77% | +$20.9K | 0.01% | 380 |
|
|
2024
Q4 | $26.4K | Buy |
505
+23
| +5% | +$1.2K | 0.01% | 425 |
|
|
2024
Q3 | $27.7K | Hold |
482
| – | – | 0.01% | 441 |
|
|
2024
Q2 | $25.8K | Hold |
482
| – | – | 0.01% | 436 |
|
|
2024
Q1 | $24.9K | Sell |
482
-1,831
| -79% | -$94.5K | 0.01% | 440 |
|
|
2023
Q4 | $117K | Buy |
2,313
+2,058
| +807% | +$104K | 0.03% | 217 |
|
|
2023
Q3 | $12.1K | Sell |
255
-225
| -47% | -$10.7K | ﹤0.01% | 404 |
|
|
2023
Q2 | $23.7K | Buy |
480
+478
| +23,900% | +$23.6K | 0.01% | 335 |
|
|
2023
Q1 | $100 | Buy |
+2
| New | +$100 | ﹤0.01% | 655 |
|
|
2022
Q3 | – | Sell |
-2
| Closed | – | – | 786 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 838 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 889 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 843 |
|
|
2017
Q3 | – | Sell |
-45
| Closed | -$2K | – | 241 |
|
|
2017
Q2 | $2K | Hold |
45
| – | – | ﹤0.01% | 227 |
|
|
2017
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 232 |
|
|
2016
Q4 | $2K | Sell |
45
-1,300
| -97% | -$57.8K | ﹤0.01% | 249 |
|
|
2016
Q3 | $62K | Buy |
1,345
+345
| +35% | +$15.9K | 0.04% | 185 |
|
|
2016
Q2 | $42K | Hold |
1,000
| – | – | 0.03% | 229 |
|
|
2016
Q1 | $42K | Hold |
1,000
| – | – | 0.03% | 236 |
|
|
2015
Q4 | $39K | Sell |
1,000
-400
| -29% | -$15.6K | 0.03% | 239 |
|
|
2015
Q3 | $56K | Hold |
1,400
| – | – | 0.04% | 201 |
|
|
2015
Q2 | $67K | Hold |
1,400
| – | – | 0.04% | 186 |
|
|
2015
Q1 | $67K | Hold |
1,400
| – | – | 0.04% | 185 |
|
|
2014
Q4 | $65K | Sell |
1,400
-200
| -13% | -$9.29K | 0.04% | 198 |
|
|
2014
Q3 | $80K | Buy |
+1,600
| New | +$80K | 0.05% | 184 |
|