Focused 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 | $389K | Buy |
+6,480
| New | +$389K | 0.05% | 110 |
|
2024
Q1 | – | Sell |
-8
| Closed | -$385 | – | 507 |
|
2023
Q4 | $385 | Buy |
8
+1
| +14% | +$48 | ﹤0.01% | 902 |
|
2023
Q3 | $356 | Hold |
7
| – | – | ﹤0.01% | 904 |
|
2023
Q2 | $368 | Hold |
7
| – | – | ﹤0.01% | 917 |
|
2023
Q1 | $361 | Hold |
7
| – | – | ﹤0.01% | 926 |
|
2022
Q4 | $346 | Sell |
7
-31
| -82% | -$1.53K | ﹤0.01% | 941 |
|
2022
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 729 |
|
2022
Q2 | $2K | Buy |
38
+1
| +3% | +$53 | ﹤0.01% | 698 |
|
2022
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 740 |
|
2021
Q4 | $2K | Buy |
37
+30
| +429% | +$1.62K | ﹤0.01% | 768 |
|
2021
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 966 |
|
2021
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 897 |
|
2020
Q2 | – | Sell |
-17
| Closed | -$1K | – | 733 |
|
2020
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 626 |
|
2019
Q2 | – | Sell |
-90
| Closed | -$5K | – | 725 |
|
2019
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 529 |
|
2018
Q4 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 544 |
|
2016
Q4 | – | Sell |
-118
| Closed | -$5K | – | 706 |
|
2016
Q3 | $5K | Buy |
+118
| New | +$5K | ﹤0.01% | 528 |
|
2015
Q3 | – | Sell |
-869
| Closed | -$42K | – | 680 |
|
2015
Q2 | $42K | Buy |
+869
| New | +$42K | 0.03% | 226 |
|