Encompass Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.41M | Buy |
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|
2025
Q1 | $4.68M | Buy |
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|
2024
Q4 | $4.23M | Buy |
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|
2024
Q3 | $4.26M | Buy |
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|
2024
Q2 | $3.86M | Buy |
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|
2024
Q1 | $3.61M | Buy |
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|
2023
Q4 | $3.43M | Buy |
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|
2023
Q3 | $3.06M | Buy |
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|
2023
Q2 | $2.95M | Buy |
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|
2023
Q1 | $2.84M | Sell |
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|
2022
Q4 | $2.73M | Buy |
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|
2022
Q3 | $2.37M | Sell |
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|
2022
Q2 | $3.13M | Sell |
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|
2022
Q1 | $4.52M | Buy |
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|
2021
Q4 | $4.55M | Buy |
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|
2021
Q3 | $4.28M | Buy |
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|
2021
Q2 | $4.46M | Sell |
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|
2021
Q1 | $4.45M | Buy |
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|
2020
Q4 | $2.71M | Buy |
|