Chicago Wealth Management’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
2023
Q3
Sell
-91,242
Closed -$4.5M 42
2023
Q2
$4.5M Sell
91,242
-3,053
-3% -$150K 3.43% 14
2023
Q1
$4.6M Buy
+94,295
New +$4.6M 3.66% 13
2021
Q3
Sell
-238,809
Closed -$16M 43
2021
Q2
$16M Buy
238,809
+8,384
+4% +$562K 11.51% 2
2021
Q1
$14.8M Buy
230,425
+10,483
+5% +$675K 11.79% 2
2020
Q4
$13.6M Buy
+219,942
New +$13.6M 12.63% 2
2020
Q1
Sell
-95,051
Closed -$5.11M 16
2019
Q4
$5.11M Buy
+95,051
New +$5.11M 4.91% 10