Cardinal Strategic Wealth Guidance’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 | $152K | Hold |
2,531
| – | – | 0.04% | 52 |
|
|
2025
Q1 | $137K | Sell |
2,531
-1,673
| -40% | -$90.3K | 0.04% | 50 |
|
|
2024
Q4 | $220K | Sell |
4,204
-1,774
| -30% | -$92.6K | 0.07% | 64 |
|
|
2024
Q3 | $343K | Sell |
5,978
-2,641
| -31% | -$152K | 0.11% | 44 |
|
|
2024
Q2 | $461K | Sell |
8,619
-2,606
| -23% | -$139K | 0.17% | 36 |
|
|
2024
Q1 | $579K | Sell |
11,225
-42,297
| -79% | -$2.18M | 0.22% | 33 |
|
|
2023
Q4 | $2.71M | Sell |
53,522
-129,639
| -71% | -$6.56M | 1.08% | 16 |
|
|
2023
Q3 | $8.72M | Sell |
183,161
-66,226
| -27% | -$3.15M | 4.04% | 7 |
|
|
2023
Q2 | $12.3M | Sell |
249,387
-22,450
| -8% | -$1.11M | 5.46% | 7 |
|
|
2023
Q1 | $13.3M | Buy |
271,837
+150,191
| +123% | +$7.33M | 6.15% | 7 |
|
|
2022
Q4 | $5.68M | Sell |
121,646
-92,594
| -43% | -$4.32M | 2.73% | 10 |
|
|
2022
Q3 | $9.21M | Buy |
214,240
+36,916
| +21% | +$1.59M | 4.89% | 7 |
|
|
2022
Q2 | $8.7M | Buy |
177,324
+37,172
| +27% | +$1.82M | 4.44% | 7 |
|
|
2022
Q1 | $7.79M | Buy |
140,152
+23,074
| +20% | +$1.28M | 3.57% | 8 |
|
|
2021
Q4 | $7.01M | Sell |
117,078
-32,863
| -22% | -$1.97M | 3.27% | 8 |
|
|
2021
Q3 | $9.26M | Sell |
149,941
-30,606
| -17% | -$1.89M | 4.85% | 5 |
|
|
2021
Q2 | $12.1M | Buy |
180,547
+27,758
| +18% | +$1.86M | 6.36% | 4 |
|
|
2021
Q1 | $9.83M | Buy |
152,789
+45,650
| +43% | +$2.94M | 5.76% | 4 |
|
|
2020
Q4 | $6.65M | Buy |
107,139
+5,417
| +5% | +$336K | 3.95% | 9 |
|
|
2020
Q3 | $5.37M | Sell |
101,722
-892
| -0.9% | -$47.1K | 3.8% | 9 |
|
|
2020
Q2 | $4.88M | Buy |
+102,614
| New | +$4.88M | 3.63% | 8 |
|