Forthright Family Wealth Advisory’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
2024
Q4
Sell
-5,142
Closed -$283K 63
2024
Q3
$283K Sell
5,142
-47,621
-90% -$2.62M 0.18% 49
2024
Q2
$2.82M Sell
52,763
-1,572
-3% -$84.1K 1.82% 14
2024
Q1
$2.8M Buy
54,335
+11,675
+27% +$602K 1.88% 13
2023
Q4
$2.16M Buy
+42,660
New +$2.16M 1.69% 17