Congress Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12M	Buy	199,572 +20,018	+11%	+$1.12M	0.12%	211
2025 Q1	$9.69M	Buy	179,554 +7,961	+5%	+$429K	0.12%	203
2024 Q4	$8.96M	Sell	171,593 -2,068	-1%	-$115K	0.12%	212
2024 Q3	$9.97M	Buy	173,661 +2,324	+1%	+$126K	0.13%	211
2024 Q2	$9.17M	Buy	171,337 +12,995	+8%	+$685K	0.15%	186
2024 Q1	$8.17M	Sell	158,342 -12,579	-7%	-$630K	0.14%	185
2023 Q4	$8.65M	Buy	170,921 +13,636	+9%	+$661K	0.16%	172
2023 Q3	$7.49M	Buy	157,285 +1,007	+0.6%	+$49.8K	0.15%	174
2023 Q2	$7.7M	Buy	156,278 +665	+0.4%	+$32.5K	0.18%	151
2023 Q1	$7.59M	Sell	155,613 -7,019	-4%	-$344K	0.18%	150
2022 Q4	$7.59M	Buy	162,632 +94,649	+139%	+$4.3M	0.2%	150
2022 Q3	$2.92M	Buy	67,983 +831	+1%	+$39.8K	0.08%	233
2022 Q2	$3.29M	Sell	67,152 -5,351	-7%	-$277K	0.08%	231
2022 Q1	$4.03M	Sell	72,503 -24,707	-25%	-$1.43M	0.09%	230
2021 Q4	$5.82M	Buy	+97,210	New	+$6M	0.12%	203