Elmwood 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 | $3.33M | Sell |
55,502
-1,121
| -2% | -$67.3K | 1.32% | 27 |
|
|
2025
Q1 | $3.06M | Buy |
56,623
+886
| +2% | +$47.8K | 1.25% | 30 |
|
|
2024
Q4 | $2.91M | Buy |
55,737
+5,622
| +11% | +$294K | 1.17% | 30 |
|
|
2024
Q3 | $2.88M | Buy |
50,115
+7,929
| +19% | +$455K | 1.19% | 31 |
|
|
2024
Q2 | $2.26M | Buy |
42,186
+5,590
| +15% | +$299K | 1.01% | 38 |
|
|
2024
Q1 | $1.89M | Buy |
36,596
+29,629
| +425% | +$1.53M | 0.81% | 45 |
|
|
2023
Q4 | $352K | Sell |
6,967
-23,146
| -77% | -$1.17M | 0.25% | 86 |
|
|
2023
Q3 | $1.43M | Buy |
30,113
+606
| +2% | +$28.8K | 0.69% | 49 |
|
|
2023
Q2 | $1.45M | Sell |
29,507
-851
| -3% | -$41.9K | 0.68% | 48 |
|
|
2023
Q1 | $1.48M | Buy |
30,358
+1,943
| +7% | +$94.8K | 0.7% | 49 |
|
|
2022
Q4 | $1.33M | Sell |
28,415
-12,359
| -30% | -$577K | 0.66% | 53 |
|
|
2022
Q3 | $1.75M | Buy |
40,774
+1,406
| +4% | +$60.4K | 0.87% | 37 |
|
|
2022
Q2 | $1.93M | Buy |
39,368
+1,860
| +5% | +$91.2K | 1.1% | 36 |
|
|
2022
Q1 | $2.08M | Buy |
37,508
+5,825
| +18% | +$324K | 1.07% | 36 |
|
|
2021
Q4 | $1.9M | Buy |
+31,683
| New | +$1.9M | 0.9% | 40 |
|
|
2021
Q2 | $1.54M | Buy |
23,012
+1,460
| +7% | +$97.8K | 0.81% | 44 |
|
|
2021
Q1 | $1.39M | Buy |
+21,552
| New | +$1.39M | 0.85% | 46 |
|
|
2020
Q3 | $816K | Hold |
17,137
| – | – | 0.66% | 54 |
|
|
2020
Q2 | $816K | Buy |
+17,137
| New | +$816K | 0.66% | 54 |
|
|
2019
Q4 | – | Sell |
-650
| Closed | -$32K | – | 160 |
|
|
2019
Q3 | $32K | Hold |
650
| – | – | 0.03% | 123 |
|
|
2019
Q2 | $33K | Buy |
650
+100
| +18% | +$5.08K | 0.03% | 137 |
|
|
2019
Q1 | $28K | Hold |
550
| – | – | 0.03% | 139 |
|
|
2018
Q4 | $26K | Hold |
550
| – | – | 0.03% | 145 |
|
|
2018
Q3 | $28.5K | Hold |
550
| – | – | 0.02% | 156 |
|
|
2018
Q2 | $28.9K | Buy |
+550
| New | +$28.9K | 0.03% | 151 |
|