Elk River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,085
| Closed | -$207K | – | 107 |
|
|
2023
Q4 | $207K | Buy |
+4,085
| New | +$207K | 0.04% | 108 |
|
|
2022
Q1 | – | Sell |
-81,061
| Closed | -$4.85M | – | 130 |
|
|
2021
Q4 | $4.85M | Buy |
81,061
+65,145
| +409% | +$3.9M | 1.1% | 30 |
|
|
2021
Q3 | $983K | Sell |
15,916
-118,627
| -88% | -$7.33M | 0.25% | 60 |
|
|
2021
Q2 | $9.01M | Buy |
134,543
+14,990
| +13% | +$1M | 2.33% | 9 |
|
|
2021
Q1 | $7.69M | Buy |
119,553
+53,996
| +82% | +$3.47M | 2.19% | 9 |
|
|
2020
Q4 | $4.07M | Buy |
+65,557
| New | +$4.07M | 1.34% | 25 |
|