Concord Wealth Partners’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 | $84K | Sell |
1,400
-106
| -7% | -$6.36K | 0.01% | 286 |
|
|
2025
Q1 | $81.3K | Hold |
1,506
| – | – | 0.01% | 265 |
|
|
2024
Q4 | $78.7K | Buy |
1,506
+18
| +1% | +$940 | 0.01% | 275 |
|
|
2024
Q3 | $85.4K | Sell |
1,488
-45
| -3% | -$2.58K | 0.01% | 271 |
|
|
2024
Q2 | $82.1K | Sell |
1,533
-803
| -34% | -$43K | 0.01% | 256 |
|
|
2024
Q1 | $121K | Buy |
2,336
+9
| +0.4% | +$464 | 0.02% | 253 |
|
|
2023
Q4 | $118K | Sell |
2,327
-521
| -18% | -$26.4K | 0.02% | 261 |
|
|
2023
Q3 | $136K | Sell |
2,848
-293
| -9% | -$13.9K | 0.03% | 244 |
|
|
2023
Q2 | $155K | Sell |
3,141
-39
| -1% | -$1.92K | 0.03% | 219 |
|
|
2023
Q1 | $155K | Sell |
3,180
-164
| -5% | -$8K | 0.04% | 195 |
|
|
2022
Q4 | $156K | Buy |
+3,344
| New | +$156K | 0.05% | 187 |
|
|
2022
Q3 | – | Sell |
-3,320
| Closed | -$163K | – | 605 |
|
|
2022
Q2 | $163K | Sell |
3,320
-1,251
| -27% | -$61.4K | 0.04% | 187 |
|
|
2022
Q1 | $254K | Sell |
4,571
-1,452
| -24% | -$80.7K | 0.07% | 153 |
|
|
2021
Q4 | $361K | Buy |
6,023
+4,979
| +477% | +$298K | 0.09% | 121 |
|
|
2021
Q3 | $64K | Sell |
1,044
-1,124
| -52% | -$68.9K | 0.03% | 179 |
|
|
2021
Q2 | $145K | Sell |
2,168
-1,437
| -40% | -$96.1K | 0.04% | 177 |
|
|
2021
Q1 | $232K | Buy |
3,605
+2,770
| +332% | +$178K | 0.08% | 112 |
|
|
2020
Q4 | $52K | Buy |
+835
| New | +$52K | 0.04% | 203 |
|