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 |
|