Courage Miller 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 | $565K | Sell |
9,410
-169
| -2% | -$10.1K | 0.18% | 49 |
|
2025
Q1 | $517K | Buy |
9,579
+17
| +0.2% | +$917 | 0.18% | 53 |
|
2024
Q4 | $499K | Sell |
9,562
-39
| -0.4% | -$2.04K | 0.17% | 58 |
|
2024
Q3 | $551K | Sell |
9,601
-40
| -0.4% | -$2.3K | 0.19% | 54 |
|
2024
Q2 | $516K | Sell |
9,641
-207
| -2% | -$11.1K | 0.19% | 56 |
|
2024
Q1 | $508K | Sell |
9,848
-156
| -2% | -$8.05K | 0.18% | 60 |
|
2023
Q4 | $506K | Sell |
10,004
-460
| -4% | -$23.3K | 0.19% | 53 |
|
2023
Q3 | $498K | Buy |
10,464
+318
| +3% | +$15.1K | 0.2% | 52 |
|
2023
Q2 | $500K | Buy |
10,146
+25
| +0.2% | +$1.23K | 0.21% | 52 |
|
2023
Q1 | $494K | Buy |
10,121
+598
| +6% | +$29.2K | 0.21% | 54 |
|
2022
Q4 | $445K | Buy |
9,523
+3,259
| +52% | +$152K | 0.2% | 55 |
|
2022
Q3 | $269K | Buy |
6,264
+136
| +2% | +$5.84K | 0.14% | 63 |
|
2022
Q2 | $301K | Buy |
6,128
+11
| +0.2% | +$540 | 0.14% | 60 |
|
2022
Q1 | $340K | Buy |
6,117
+45
| +0.7% | +$2.5K | 0.14% | 61 |
|
2021
Q4 | $363K | Buy |
6,072
+223
| +4% | +$13.3K | 0.14% | 65 |
|
2021
Q3 | $361K | Buy |
5,849
+323
| +6% | +$19.9K | 0.15% | 67 |
|
2021
Q2 | $370K | Buy |
5,526
+329
| +6% | +$22K | 0.15% | 68 |
|
2021
Q1 | $334K | Sell |
5,197
-149
| -3% | -$9.58K | 0.15% | 71 |
|
2020
Q4 | $332K | Sell |
5,346
-267
| -5% | -$16.6K | 0.15% | 70 |
|
2020
Q3 | $267K | Hold |
5,613
| – | – | 0.14% | 70 |
|
2020
Q2 | $267K | Buy |
+5,613
| New | +$267K | 0.14% | 70 |
|
2020
Q1 | – | Sell |
-5,459
| Closed | -$293K | – | 70 |
|
2019
Q4 | $293K | Buy |
5,459
+77
| +1% | +$4.13K | 0.15% | 67 |
|
2019
Q3 | $264K | Buy |
+5,382
| New | +$264K | 0.15% | 68 |
|
2019
Q2 | – | Sell |
-5,523
| Closed | -$285K | – | 70 |
|
2019
Q1 | $285K | Sell |
5,523
-24
| -0.4% | -$1.24K | 0.16% | 67 |
|
2018
Q4 | $261K | Buy |
+5,547
| New | +$261K | 0.15% | 66 |
|
2017
Q1 | – | Sell |
-5,446
| Closed | -$231K | – | 65 |
|
2016
Q4 | $231K | Buy |
5,446
+657
| +14% | +$27.9K | 0.16% | 64 |
|
2016
Q3 | $218K | Buy |
+4,789
| New | +$218K | 0.15% | 65 |
|
2015
Q1 | – | Sell |
-6,273
| Closed | -$295K | – | 58 |
|
2014
Q4 | $295K | Buy |
+6,273
| New | +$295K | 0.24% | 50 |
|