FWP
Falcon Wealth Planning’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 | $3.35M | Sell |
55,736
-1,165
| -2% | -$69.9K | 0.34% | 33 |
|
2025
Q1 | $3.07M | Sell |
56,901
-7,205
| -11% | -$389K | 0.34% | 33 |
|
2024
Q4 | $3.35M | Buy |
64,106
+5,233
| +9% | +$273K | 0.37% | 33 |
|
2024
Q3 | $3.38M | Sell |
58,873
-87
| -0.1% | -$5K | 0.4% | 31 |
|
2024
Q2 | $3.16M | Sell |
58,960
-1,369
| -2% | -$73.3K | 0.41% | 29 |
|
2024
Q1 | $3.11M | Buy |
60,329
+719
| +1% | +$37.1K | 0.49% | 28 |
|
2023
Q4 | $3.02M | Buy |
59,610
+14,756
| +33% | +$746K | 0.53% | 28 |
|
2023
Q3 | $2.13M | Sell |
44,854
-464
| -1% | -$22.1K | 0.46% | 27 |
|
2023
Q2 | $2.23M | Sell |
45,318
-2,047
| -4% | -$101K | 0.5% | 25 |
|
2023
Q1 | $2.31M | Sell |
47,365
-2,912
| -6% | -$142K | 0.58% | 24 |
|
2022
Q4 | $2.35M | Buy |
50,277
+41,137
| +450% | +$1.92M | 0.67% | 24 |
|
2022
Q3 | $393K | Sell |
9,140
-26,549
| -74% | -$1.14M | 0.13% | 54 |
|
2022
Q2 | $1.75M | Buy |
35,689
+12,842
| +56% | +$630K | 0.6% | 23 |
|
2022
Q1 | $1.27M | Buy |
22,847
+13,962
| +157% | +$775K | 0.4% | 27 |
|
2021
Q4 | $532K | Buy |
8,885
+4,979
| +127% | +$298K | 0.17% | 46 |
|
2021
Q3 | $241K | Sell |
3,906
-65
| -2% | -$4.01K | 0.09% | 64 |
|
2021
Q2 | $266K | Buy |
3,971
+1
| +0% | +$67 | 0.11% | 53 |
|
2021
Q1 | $256K | Buy |
3,970
+188
| +5% | +$12.1K | 0.13% | 51 |
|
2020
Q4 | $235K | Buy |
+3,782
| New | +$235K | 0.13% | 49 |
|