Financial Advocates Investment 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 | $18.5M | Buy |
308,002
+59,002
| +24% | +$3.54M | 1.51% | 10 |
|
2025
Q1 | $13.4M | Buy |
249,000
+51,937
| +26% | +$2.8M | 0.94% | 19 |
|
2024
Q4 | $10.3M | Buy |
197,063
+7,798
| +4% | +$407K | 0.59% | 36 |
|
2024
Q3 | $10.9M | Buy |
189,265
+15,549
| +9% | +$893K | 0.61% | 34 |
|
2024
Q2 | $9.3M | Buy |
173,716
+16,337
| +10% | +$875K | 0.58% | 34 |
|
2024
Q1 | $8.12M | Buy |
157,379
+10,835
| +7% | +$559K | 0.47% | 49 |
|
2023
Q4 | $7.41M | Buy |
146,544
+14,694
| +11% | +$743K | 0.48% | 49 |
|
2023
Q3 | $6.28M | Sell |
131,850
-15,087
| -10% | -$718K | 0.45% | 51 |
|
2023
Q2 | $7.24M | Sell |
146,937
-26,382
| -15% | -$1.3M | 0.52% | 43 |
|
2023
Q1 | $8.46M | Buy |
173,319
+27,368
| +19% | +$1.34M | 0.61% | 27 |
|
2022
Q4 | $6.82M | Buy |
145,951
+14,609
| +11% | +$682K | 0.51% | 44 |
|
2022
Q3 | $5.67M | Sell |
131,342
-15,867
| -11% | -$685K | 0.47% | 44 |
|
2022
Q2 | $7.22M | Sell |
147,209
-45,888
| -24% | -$2.25M | 0.59% | 29 |
|
2022
Q1 | $10.7M | Buy |
193,097
+759
| +0.4% | +$42.2K | 0.71% | 23 |
|
2021
Q4 | $11.5M | Buy |
192,338
+24,993
| +15% | +$1.5M | 0.73% | 17 |
|
2021
Q3 | $10.3M | Buy |
167,345
+20,390
| +14% | +$1.26M | 0.7% | 20 |
|
2021
Q2 | $9.85M | Sell |
146,955
-1,332
| -0.9% | -$89.2K | 0.66% | 23 |
|
2021
Q1 | $9.54M | Buy |
148,287
+9,992
| +7% | +$643K | 0.68% | 23 |
|
2020
Q4 | $8.55M | Buy |
138,295
+4,606
| +3% | +$285K | 0.58% | 29 |
|
2020
Q3 | $7.06M | Sell |
133,689
-16,530
| -11% | -$873K | 0.6% | 29 |
|
2020
Q2 | $7.15M | Buy |
150,219
+17,654
| +13% | +$840K | 0.68% | 26 |
|
2020
Q1 | $5.36M | Buy |
132,565
+5,104
| +4% | +$207K | 0.77% | 26 |
|
2019
Q4 | $6.85M | Buy |
127,461
+23,344
| +22% | +$1.25M | 0.73% | 24 |
|
2019
Q3 | $5.1M | Buy |
104,117
+10,189
| +11% | +$499K | 0.58% | 37 |
|
2019
Q2 | $4.83M | Buy |
93,928
+3,719
| +4% | +$191K | 0.56% | 40 |
|
2019
Q1 | $4.67M | Sell |
90,209
-12,018
| -12% | -$621K | 0.58% | 44 |
|
2018
Q4 | $4.82M | Buy |
102,227
+18,569
| +22% | +$876K | 0.66% | 34 |
|
2018
Q3 | $4.33M | Sell |
83,658
-1,834
| -2% | -$95K | 0.48% | 50 |
|
2018
Q2 | $4.45M | Buy |
85,492
+6,604
| +8% | +$344K | 0.54% | 43 |
|
2018
Q1 | $4.61M | Buy |
78,888
+28,876
| +58% | +$1.69M | 0.6% | 37 |
|
2017
Q4 | $2.85M | Buy |
+50,012
| New | +$2.85M | 0.39% | 63 |
|