Congress 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
2025
Q2
$12M Buy
199,572
+20,018
+11% +$1.2M 0.12% 211
2025
Q1
$9.69M Buy
179,554
+7,961
+5% +$430K 0.12% 203
2024
Q4
$8.96M Sell
171,593
-2,068
-1% -$108K 0.12% 212
2024
Q3
$9.97M Buy
173,661
+2,324
+1% +$133K 0.13% 211
2024
Q2
$9.17M Buy
171,337
+12,995
+8% +$696K 0.15% 186
2024
Q1
$8.17M Sell
158,342
-12,579
-7% -$649K 0.14% 185
2023
Q4
$8.65M Buy
170,921
+13,636
+9% +$690K 0.16% 172
2023
Q3
$7.49M Buy
157,285
+1,007
+0.6% +$47.9K 0.15% 174
2023
Q2
$7.7M Buy
156,278
+665
+0.4% +$32.8K 0.18% 151
2023
Q1
$7.59M Sell
155,613
-7,019
-4% -$342K 0.18% 150
2022
Q4
$7.59M Buy
162,632
+94,649
+139% +$4.42M 0.2% 150
2022
Q3
$2.92M Buy
67,983
+831
+1% +$35.7K 0.08% 233
2022
Q2
$3.3M Sell
67,152
-5,351
-7% -$263K 0.08% 231
2022
Q1
$4.03M Sell
72,503
-24,707
-25% -$1.37M 0.09% 230
2021
Q4
$5.82M Buy
+97,210
New +$5.82M 0.12% 202