Broadview Financial 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 | $8.89M | Buy |
148,063
+22,653
| +18% | +$1.36M | 6.04% | 7 |
|
|
2025
Q1 | $6.77M | Sell |
125,410
-1,055
| -0.8% | -$56.9K | 5.05% | 7 |
|
|
2024
Q4 | $6.6M | Buy |
126,465
+835
| +0.7% | +$43.6K | 4.72% | 7 |
|
|
2024
Q3 | $7.21M | Sell |
125,630
-1,849
| -1% | -$106K | 4.88% | 7 |
|
|
2024
Q2 | $6.82M | Sell |
127,479
-1,996
| -2% | -$107K | 4.97% | 7 |
|
|
2024
Q1 | $6.68M | Sell |
129,475
-416
| -0.3% | -$21.5K | 4.87% | 7 |
|
|
2023
Q4 | $6.57M | Sell |
129,891
-36,310
| -22% | -$1.84M | 5.07% | 7 |
|
|
2023
Q3 | $7.91M | Sell |
166,201
-805
| -0.5% | -$38.3K | 7.32% | 4 |
|
|
2023
Q2 | $8.23M | Sell |
167,006
-504
| -0.3% | -$24.8K | 7.03% | 5 |
|
|
2023
Q1 | $8.17M | Buy |
167,510
+789
| +0.5% | +$38.5K | 7.13% | 4 |
|
|
2022
Q4 | $7.79M | Buy |
166,721
+25,579
| +18% | +$1.19M | 7% | 4 |
|
|
2022
Q3 | $6.07M | Buy |
141,142
+7,908
| +6% | +$340K | 6.08% | 6 |
|
|
2022
Q2 | $6.54M | Sell |
133,234
-10,741
| -7% | -$527K | 6.1% | 6 |
|
|
2022
Q1 | $8M | Buy |
143,975
+256
| +0.2% | +$14.2K | 5.93% | 6 |
|
|
2021
Q4 | $8.6M | Buy |
143,719
+9,714
| +7% | +$581K | 6.13% | 6 |
|
|
2021
Q3 | $8.28M | Sell |
134,005
-576
| -0.4% | -$35.6K | 6.4% | 6 |
|
|
2021
Q2 | $9.02M | Buy |
134,581
+3,435
| +3% | +$230K | 6.79% | 5 |
|
|
2021
Q1 | $8.44M | Sell |
131,146
-3,164
| -2% | -$204K | 6.56% | 5 |
|
|
2020
Q4 | $8.33M | Sell |
134,310
-1,835
| -1% | -$114K | 6.39% | 5 |
|
|
2020
Q3 | $7.19M | Sell |
136,145
-16,272
| -11% | -$859K | 6.06% | 5 |
|
|
2020
Q2 | $7.26M | Sell |
152,417
-4,893
| -3% | -$233K | 5.8% | 6 |
|
|
2020
Q1 | $6.37M | Buy |
157,310
+4,668
| +3% | +$189K | 5.69% | 6 |
|
|
2019
Q4 | $8.21M | Buy |
152,642
+1,143
| +0.8% | +$61.4K | 5.71% | 5 |
|
|
2019
Q3 | $7.43M | Buy |
151,499
+3,528
| +2% | +$173K | 5.52% | 6 |
|
|
2019
Q2 | $7.61M | Buy |
147,971
+1,047
| +0.7% | +$53.9K | 5.73% | 5 |
|
|
2019
Q1 | $7.6M | Buy |
146,924
+2,143
| +1% | +$111K | 5.92% | 5 |
|
|
2018
Q4 | $6.83M | Buy |
144,781
+1,212
| +0.8% | +$57.1K | 6.07% | 5 |
|
|
2018
Q3 | $7.43M | Buy |
143,569
+6,233
| +5% | +$323K | 6.68% | 5 |
|
|
2018
Q2 | $7.21M | Buy |
137,336
+4,569
| +3% | +$240K | 7.04% | 5 |
|
|
2018
Q1 | $7.75M | Sell |
132,767
-3,118
| -2% | -$182K | 7.66% | 5 |
|
|
2017
Q4 | $7.73M | Buy |
+135,885
| New | +$7.73M | 7.5% | 5 |
|