Elevate 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
$5.13M Sell
85,505
-8,056
-9% -$484K 3.65% 8
2025
Q1
$5.05M Buy
93,561
+3,822
+4% +$206K 3.58% 8
2024
Q4
$4.69M Buy
89,739
+3,237
+4% +$169K 3.51% 8
2024
Q3
$4.97M Buy
86,502
+1,145
+1% +$65.7K 3.69% 8
2024
Q2
$4.57M Buy
85,357
+6,756
+9% +$362K 3.71% 7
2024
Q1
$4.06M Buy
78,601
+7,990
+11% +$412K 3.53% 9
2023
Q4
$3.57M Buy
+70,611
New +$3.57M 3.27% 9