Caldwell Trust’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $109K | Hold |
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|
2025
Q2 | $99.4K | Sell |
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|
2025
Q1 | $101K | Sell |
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|
2024
Q4 | $108K | Sell |
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|
2024
Q3 | $139K | Buy |
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|
2024
Q2 | $109K | Sell |
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|
2024
Q1 | $272K | Hold |
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|
2023
Q4 | $267K | Sell |
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|
2023
Q3 | $276K | Hold |
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|
2023
Q2 | $285K | Hold |
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|
2023
Q1 | $283K | Buy |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q3 | $190K | Sell |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $245K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $14.9K | Buy |
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