Capital Planning Advisors’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	$19.7M	Sell	327,494 -77,672	-19%	-$4.66M	2.88%	12
2025 Q1	$21.9M	Buy	405,166 +52,125	+15%	+$2.81M	3.38%	6
2024 Q4	$18.4M	Sell	353,041 -15,682	-4%	-$819K	2.85%	11
2024 Q3	$21.2M	Buy	+368,723	New	+$21.2M	3.2%	9