EFS
Essex Financial Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
6,598
-143
| -2% | -$8.58K | 0.03% | 463 |
|
|
2025
Q1 | $364K | Sell |
6,741
-77
| -1% | -$4.16K | 0.03% | 453 |
|
|
2024
Q4 | $356K | Sell |
6,818
-1,301
| -16% | -$67.9K | 0.03% | 449 |
|
|
2024
Q3 | $461K | Buy |
8,119
+526
| +7% | +$29.9K | 0.03% | 395 |
|
|
2024
Q2 | $398K | Buy |
7,593
+1,180
| +18% | +$61.9K | 0.03% | 418 |
|
|
2024
Q1 | $331K | Sell |
6,413
-487
| -7% | -$25.1K | 0.03% | 399 |
|
|
2023
Q4 | $349K | Sell |
6,900
-63
| -0.9% | -$3.19K | 0.04% | 368 |
|
|
2023
Q3 | $331K | Buy |
6,963
+1,229
| +21% | +$58.5K | 0.04% | 354 |
|
|
2023
Q2 | $283K | Sell |
5,734
-347
| -6% | -$17.1K | 0.03% | 380 |
|
|
2023
Q1 | $297K | Buy |
6,081
+436
| +8% | +$21.3K | 0.03% | 382 |
|
|
2022
Q4 | $263K | Sell |
5,645
-199
| -3% | -$9.27K | 0.03% | 387 |
|
|
2022
Q3 | $251K | Hold |
5,844
| – | – | 0.03% | 377 |
|
|
2022
Q2 | $287K | Sell |
5,844
-71
| -1% | -$3.49K | 0.03% | 361 |
|
|
2022
Q1 | $329K | Buy |
5,915
+222
| +4% | +$12.3K | 0.03% | 353 |
|
|
2021
Q4 | $341K | Sell |
5,693
-375
| -6% | -$22.5K | 0.03% | 344 |
|
|
2021
Q3 | $375K | Hold |
6,068
| – | – | 0.04% | 308 |
|
|
2021
Q2 | $406K | Buy |
+6,068
| New | +$406K | 0.06% | 266 |
|
|
2018
Q2 | – | Sell |
-4,988
| Closed | -$291K | – | 308 |
|
|
2018
Q1 | $291K | Buy |
+4,988
| New | +$291K | 0.06% | 271 |
|