Caldwell Trust’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.4K | Sell |
1,656
-214
|
|
||||
|
2025
Q1 | $101K | Sell |
1,870
-195
|
|
||||
|
2024
Q4 | $108K | Sell |
2,065
-354
|
|
||||
|
2024
Q3 | $139K | Buy |
2,419
+383
|
|
||||
|
2024
Q2 | $109K | Sell |
2,036
-3,240
|
|
||||
|
2024
Q1 | $272K | Hold |
5,276
|
|
||||
|
2023
Q4 | $267K | Sell |
5,276
-515
|
|
||||
|
2023
Q3 | $276K | Hold |
5,791
|
|
||||
|
2023
Q2 | $285K | Hold |
5,791
|
|
||||
|
2023
Q1 | $283K | Buy |
5,791
+945
|
|
||||
|
2022
Q4 | $226K | Buy |
4,846
+427
|
|
||||
|
2022
Q3 | $190K | Sell |
4,419
-190
|
|
||||
|
2022
Q2 | $226K | Buy |
4,609
+190
|
|
||||
|
2022
Q1 | $245K | Buy |
+4,419
|
|
||||
|
2020
Q1 | – | Sell |
-278
|
|
||||
|
2019
Q4 | $14.9K | Buy |
+278
|
|