Everhart Financial Group’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 | $883K | Sell |
14,710
-622
| -4% | -$37.3K | 0.1% | 133 |
|
|
2025
Q1 | $827K | Buy |
15,332
+292
| +2% | +$15.8K | 0.11% | 131 |
|
|
2024
Q4 | $785K | Buy |
15,040
+326
| +2% | +$17K | 0.16% | 133 |
|
|
2024
Q3 | $845K | Buy |
14,714
+7,249
| +97% | +$416K | 0.19% | 121 |
|
|
2024
Q2 | $400K | Sell |
7,465
-219
| -3% | -$11.7K | 0.1% | 191 |
|
|
2024
Q1 | $396K | Sell |
7,684
-229
| -3% | -$11.8K | 0.12% | 183 |
|
|
2023
Q4 | $400K | Buy |
7,913
+376
| +5% | +$19K | 0.14% | 141 |
|
|
2023
Q3 | $359K | Buy |
7,537
+194
| +3% | +$9.23K | 0.15% | 131 |
|
|
2023
Q2 | $362K | Sell |
7,343
-88
| -1% | -$4.34K | 0.15% | 132 |
|
|
2023
Q1 | $363K | Buy |
7,431
+7
| +0.1% | +$342 | 0.16% | 116 |
|
|
2022
Q4 | $347K | Buy |
7,424
+153
| +2% | +$7.15K | 0.17% | 105 |
|
|
2022
Q3 | $313K | Sell |
7,271
-626
| -8% | -$26.9K | 0.17% | 120 |
|
|
2022
Q2 | $387K | Buy |
7,897
+152
| +2% | +$7.45K | 0.24% | 99 |
|
|
2022
Q1 | $430K | Sell |
7,745
-373
| -5% | -$20.7K | 0.25% | 85 |
|
|
2021
Q4 | $486K | Buy |
8,118
+1,029
| +15% | +$61.6K | 0.29% | 61 |
|
|
2021
Q3 | $438K | Sell |
7,089
-4,838
| -41% | -$299K | 0.3% | 63 |
|
|
2021
Q2 | $799K | Buy |
11,927
+3,975
| +50% | +$266K | 0.55% | 41 |
|
|
2021
Q1 | $512K | Buy |
7,952
+247
| +3% | +$15.9K | 0.45% | 45 |
|
|
2020
Q4 | $478K | Buy |
+7,705
| New | +$478K | 0.44% | 42 |
|