EverSource Wealth Advisors’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 | $1.79M | Buy |
29,808
+10,888
| +58% | +$654K | 0.08% | 181 |
|
|
2025
Q1 | $1.02M | Buy |
18,920
+6,555
| +53% | +$354K | 0.06% | 242 |
|
|
2024
Q4 | $646K | Buy |
12,365
+3,095
| +33% | +$162K | 0.04% | 316 |
|
|
2024
Q3 | $532K | Sell |
9,270
-2,295
| -20% | -$132K | 0.03% | 313 |
|
|
2024
Q2 | $624K | Buy |
11,565
+3,087
| +36% | +$167K | 0.04% | 281 |
|
|
2024
Q1 | $438K | Sell |
8,478
-8,553
| -50% | -$442K | 0.03% | 291 |
|
|
2023
Q4 | $861K | Buy |
17,031
+11,336
| +199% | +$573K | 0.08% | 180 |
|
|
2023
Q3 | $271K | Sell |
5,695
-3,054
| -35% | -$145K | 0.03% | 333 |
|
|
2023
Q2 | $431K | Sell |
8,749
-2,216
| -20% | -$109K | 0.05% | 250 |
|
|
2023
Q1 | $535K | Buy |
10,965
+8,799
| +406% | +$429K | 0.07% | 210 |
|
|
2022
Q4 | $101K | Buy |
2,166
+1,516
| +233% | +$70.8K | 0.02% | 504 |
|
|
2022
Q3 | $28K | Sell |
650
-28
| -4% | -$1.21K | 0.01% | 793 |
|
|
2022
Q2 | $33K | Buy |
678
+29
| +4% | +$1.41K | 0.01% | 701 |
|
|
2022
Q1 | $36K | Buy |
649
+1
| +0.2% | +$55 | 0.01% | 526 |
|
|
2021
Q4 | $39K | Buy |
+648
| New | +$39K | 0.01% | 470 |
|