Evermay 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 | $861K | Sell |
14,345
-6,894
| -32% | -$414K | 0.11% | 93 |
|
|
2025
Q1 | $1.15M | Sell |
21,239
-16
| -0.1% | -$864 | 0.15% | 70 |
|
|
2024
Q4 | $1.11M | Buy |
21,255
+1,055
| +5% | +$55.1K | 0.17% | 73 |
|
|
2024
Q3 | $1.16M | Sell |
20,200
-1,799
| -8% | -$103K | 0.19% | 72 |
|
|
2024
Q2 | $1.18M | Sell |
21,999
-1,063
| -5% | -$56.9K | 0.19% | 69 |
|
|
2024
Q1 | $1.19M | Sell |
23,062
-45
| -0.2% | -$2.32K | 0.18% | 70 |
|
|
2023
Q4 | $1.17M | Sell |
23,107
-478
| -2% | -$24.2K | 0.22% | 49 |
|
|
2023
Q3 | $1.12M | Buy |
23,585
+435
| +2% | +$20.7K | 0.23% | 52 |
|
|
2023
Q2 | $1.14M | Buy |
23,150
+1,125
| +5% | +$55.5K | 0.22% | 48 |
|
|
2023
Q1 | $1.07M | Sell |
22,025
-5,459
| -20% | -$266K | 0.22% | 50 |
|
|
2022
Q4 | $1.28M | Sell |
27,484
-2,127
| -7% | -$99.3K | 0.26% | 44 |
|
|
2022
Q3 | $1.27M | Sell |
29,611
-7,669
| -21% | -$330K | 0.25% | 41 |
|
|
2022
Q2 | $1.83M | Buy |
37,280
+25,420
| +214% | +$1.25M | 0.36% | 32 |
|
|
2022
Q1 | $659K | Buy |
11,860
+863
| +8% | +$48K | 0.11% | 89 |
|
|
2021
Q4 | $658K | Buy |
10,997
+4,455
| +68% | +$267K | 0.12% | 69 |
|
|
2021
Q3 | $404K | Buy |
6,542
+5,680
| +659% | +$351K | 0.08% | 102 |
|
|
2021
Q2 | $58K | Buy |
+862
| New | +$58K | 0.01% | 269 |
|
|
2019
Q2 | – | Sell |
-4,008
| Closed | -$207K | – | 150 |
|
|
2019
Q1 | $207K | Buy |
+4,008
| New | +$207K | 0.06% | 143 |
|