Financial Synergies Wealth Advisors’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 | $38.9M | Buy |
647,362
+6,693
| +1% | +$402K | 4.23% | 8 |
|
|
2025
Q1 | $34.6M | Buy |
640,669
+21,222
| +3% | +$1.15M | 4.21% | 8 |
|
|
2024
Q4 | $32.3M | Buy |
619,447
+28,212
| +5% | +$1.47M | 4.01% | 9 |
|
|
2024
Q3 | $33.9M | Buy |
591,235
+13,068
| +2% | +$750K | 4.21% | 8 |
|
|
2024
Q2 | $30.9M | Buy |
578,167
+17,799
| +3% | +$953K | 4.17% | 9 |
|
|
2024
Q1 | $28.9M | Buy |
560,368
+98,680
| +21% | +$5.09M | 3.79% | 9 |
|
|
2023
Q4 | $21.6M | Sell |
461,688
-50,130
| -10% | -$2.34M | 3.34% | 11 |
|
|
2023
Q3 | $24.4M | Buy |
511,818
+17,367
| +4% | +$826K | 3.52% | 10 |
|
|
2023
Q2 | $24.4M | Buy |
494,451
+17,804
| +4% | +$878K | 3.42% | 10 |
|
|
2023
Q1 | $23.3M | Buy |
476,647
+14,959
| +3% | +$730K | 3.41% | 10 |
|
|
2022
Q4 | $21.6M | Buy |
461,688
+16,477
| +4% | +$769K | 3.34% | 11 |
|
|
2022
Q3 | $19.1M | Buy |
445,211
+29,625
| +7% | +$1.27M | 3.29% | 11 |
|
|
2022
Q2 | $20.4M | Buy |
415,586
+12,901
| +3% | +$633K | 3.32% | 11 |
|
|
2022
Q1 | $22.4M | Buy |
402,685
+65,651
| +19% | +$3.65M | 3.52% | 10 |
|
|
2021
Q4 | $20.2M | Buy |
337,034
+17,117
| +5% | +$1.02M | 2.76% | 12 |
|
|
2021
Q3 | $19.8M | Buy |
319,917
+11,297
| +4% | +$698K | 2.7% | 13 |
|
|
2021
Q2 | $20.7M | Buy |
308,620
+18,692
| +6% | +$1.25M | 2.82% | 13 |
|
|
2021
Q1 | $18.7M | Buy |
289,928
+7,908
| +3% | +$509K | 2.71% | 14 |
|
|
2020
Q4 | $17.5M | Buy |
282,020
+193,240
| +218% | +$12M | 2.72% | 14 |
|
|
2020
Q3 | $4.69M | Buy |
+88,780
| New | +$4.69M | 1.2% | 20 |
|