EPG 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 | $3.88M | Buy |
64,567
+264
| +0.4% | +$15.8K | 1.16% | 18 |
|
2025
Q1 | $3.47M | Buy |
64,303
+1,517
| +2% | +$81.9K | 0.97% | 21 |
|
2024
Q4 | $3.28M | Sell |
62,786
-5,108
| -8% | -$267K | 0.86% | 23 |
|
2024
Q3 | $3.9M | Buy |
+67,894
| New | +$3.9M | 0.98% | 20 |
|
2024
Q2 | – | Sell |
-73,339
| Closed | -$3.78M | – | 19 |
|
2024
Q1 | $3.78M | Sell |
73,339
-208
| -0.3% | -$10.7K | 0.93% | 19 |
|
2023
Q4 | $3.62M | Buy |
73,547
+14,103
| +24% | +$694K | 0.95% | 19 |
|
2023
Q3 | $2.83M | Buy |
59,444
+1,217
| +2% | +$57.9K | 0.85% | 21 |
|
2023
Q2 | $2.87M | Sell |
58,227
-448
| -0.8% | -$22.1K | 0.85% | 22 |
|
2023
Q1 | $2.86M | Buy |
58,675
+233
| +0.4% | +$11.4K | 0.9% | 20 |
|
2022
Q4 | $2.73M | Buy |
58,442
+2,003
| +4% | +$93.5K | 1.04% | 20 |
|
2022
Q3 | $2.43M | Buy |
56,439
+8,039
| +17% | +$346K | 1% | 18 |
|
2022
Q2 | $2.37M | Sell |
48,400
-890
| -2% | -$43.7K | 1.01% | 17 |
|
2022
Q1 | $2.74M | Buy |
49,290
+4,394
| +10% | +$244K | 0.95% | 21 |
|
2021
Q4 | $2.69M | Buy |
44,896
+1,861
| +4% | +$111K | 0.95% | 22 |
|
2021
Q3 | $2.66M | Buy |
43,035
+1,448
| +3% | +$89.4K | 1.07% | 19 |
|
2021
Q2 | $2.79M | Buy |
41,587
+1,746
| +4% | +$117K | 1.18% | 20 |
|
2021
Q1 | $2.56M | Buy |
39,841
+34,121
| +597% | +$2.2M | 1.25% | 18 |
|
2020
Q4 | $355K | Buy |
+5,720
| New | +$355K | 0.21% | 98 |
|
2020
Q2 | – | Sell |
-1,257
| Closed | -$51K | – | 425 |
|
2020
Q1 | $51K | Buy |
1,257
+323
| +35% | +$13.1K | 0.04% | 276 |
|
2019
Q4 | $50K | Buy |
+934
| New | +$50K | 0.04% | 236 |
|