Delap Wealth Advisory’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 | $3.39M | Sell |
56,496
-10,948
| -16% | -$657K | 1.63% | 17 |
|
|
2025
Q1 | $3.64M | Sell |
67,444
-8,499
| -11% | -$459K | 2.03% | 11 |
|
|
2024
Q4 | $3.97M | Buy |
75,943
+7,147
| +10% | +$373K | 2.37% | 12 |
|
|
2024
Q3 | $3.95M | Buy |
68,796
+14,029
| +26% | +$805K | 2.5% | 13 |
|
|
2024
Q2 | $2.93M | Sell |
54,767
-2,923
| -5% | -$156K | 1.35% | 18 |
|
|
2024
Q1 | $2.98M | Sell |
57,690
-20,194
| -26% | -$1.04M | 1.2% | 18 |
|
|
2023
Q4 | $3.94M | Sell |
77,884
-22,708
| -23% | -$1.15M | 1.78% | 14 |
|
|
2023
Q3 | $4.79M | Buy |
100,592
+6,226
| +7% | +$296K | 4.63% | 7 |
|
|
2023
Q2 | $4.65M | Buy |
94,366
+56,137
| +147% | +$2.77M | 4.56% | 9 |
|
|
2023
Q1 | $1.87M | Buy |
38,229
+9,561
| +33% | +$466K | 1.91% | 16 |
|
|
2022
Q4 | $1.34M | Buy |
+28,668
| New | +$1.34M | 1.4% | 19 |
|