Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $61.8M | Buy |
1,153,964
+23,341
| +2% | +$1.25M | 0.64% | 28 |
|
|
2024
Q1 | $58.3M | Buy |
1,130,623
+57,478
| +5% | +$2.97M | 0.62% | 28 |
|
|
2023
Q4 | $54.3M | Buy |
1,073,145
+133,589
| +14% | +$6.76M | 0.65% | 24 |
|
|
2023
Q3 | $44.7M | Buy |
939,556
+71,880
| +8% | +$3.42M | 0.63% | 23 |
|
|
2023
Q2 | $42.8M | Buy |
867,676
+257,107
| +42% | +$12.7M | 0.61% | 22 |
|
|
2023
Q1 | $28.5M | Hold |
610,569
| – | – | 0.52% | 27 |
|
|
2022
Q4 | $28.5M | Buy |
610,569
+206,651
| +51% | +$9.65M | 0.52% | 27 |
|
|
2022
Q3 | $17.4M | Buy |
403,918
+97,311
| +32% | +$4.18M | 0.35% | 40 |
|
|
2022
Q2 | $15M | Buy |
306,607
+54,625
| +22% | +$2.68M | 0.3% | 46 |
|
|
2022
Q1 | $14M | Buy |
251,982
+105,812
| +72% | +$5.88M | 0.28% | 42 |
|
|
2021
Q4 | $8.75M | Buy |
146,170
+35,759
| +32% | +$2.14M | 0.17% | 73 |
|
|
2021
Q3 | $6.82M | Buy |
110,411
+63,847
| +137% | +$3.94M | 0.14% | 86 |
|
|
2021
Q2 | $3.12M | Buy |
46,564
+18,716
| +67% | +$1.25M | 0.08% | 138 |
|
|
2021
Q1 | $1.79M | Buy |
27,848
+15,987
| +135% | +$1.03M | 0.09% | 159 |
|
|
2020
Q4 | $736K | Sell |
11,861
-222
| -2% | -$13.8K | 0.04% | 253 |
|
|
2020
Q3 | $638K | Sell |
12,083
-5,189
| -30% | -$274K | 0.05% | 229 |
|
|
2020
Q2 | $822K | Sell |
17,272
-12,453
| -42% | -$593K | 0.08% | 165 |
|
|
2020
Q1 | $1.2M | Buy |
29,725
+1,114
| +4% | +$45.1K | 0.12% | 135 |
|
|
2019
Q4 | $1.54M | Buy |
28,611
+1,186
| +4% | +$63.8K | 0.15% | 117 |
|
|
2019
Q3 | $1.34M | Sell |
27,425
-497
| -2% | -$24.4K | 0.15% | 112 |
|
|
2019
Q2 | $1.44M | Buy |
27,922
+1,513
| +6% | +$77.8K | 0.16% | 112 |
|
|
2019
Q1 | $1.37M | Buy |
26,409
+9,396
| +55% | +$486K | 0.17% | 109 |
|
|
2018
Q4 | $802K | Buy |
17,013
+11,467
| +207% | +$541K | 0.12% | 138 |
|
|
2018
Q3 | $287K | Buy |
5,546
+611
| +12% | +$31.6K | 0.04% | 277 |
|
|
2018
Q2 | $259K | Buy |
+4,935
| New | +$259K | 0.04% | 288 |
|