GeoWealth 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 | $1.54M | Buy |
25,590
+7,470
| +41% | +$448K | 0.06% | 187 |
|
|
2025
Q1 | $978K | Buy |
18,120
+5,640
| +45% | +$304K | 0.04% | 274 |
|
|
2024
Q4 | $652K | Sell |
12,480
-931
| -7% | -$48.6K | 0.02% | 408 |
|
|
2024
Q3 | $770K | Sell |
13,411
-2,973
| -18% | -$171K | 0.03% | 366 |
|
|
2024
Q2 | $877K | Buy |
16,384
+4,373
| +36% | +$234K | 0.04% | 299 |
|
|
2024
Q1 | $620K | Sell |
12,011
-17,391
| -59% | -$897K | 0.02% | 391 |
|
|
2023
Q4 | $1.49M | Sell |
29,402
-385
| -1% | -$19.5K | 0.12% | 161 |
|
|
2023
Q3 | $1.42M | Buy |
29,787
+10,383
| +54% | +$494K | 0.16% | 114 |
|
|
2023
Q2 | $956K | Sell |
19,404
-3,704
| -16% | -$182K | 0.1% | 124 |
|
|
2023
Q1 | $1.13M | Buy |
23,108
+145
| +0.6% | +$7.07K | 0.13% | 91 |
|
|
2022
Q4 | $1.07M | Sell |
22,963
-23,814
| -51% | -$1.11M | 0.11% | 108 |
|
|
2022
Q3 | $2.01M | Buy |
46,777
+16,385
| +54% | +$704K | 0.22% | 84 |
|
|
2022
Q2 | $1.49M | Sell |
30,392
-749
| -2% | -$36.7K | 0.2% | 90 |
|
|
2022
Q1 | $1.73M | Sell |
31,141
-20,525
| -40% | -$1.14M | 0.15% | 110 |
|
|
2021
Q4 | $3.09M | Sell |
51,666
-28,427
| -35% | -$1.7M | 0.25% | 83 |
|
|
2021
Q3 | $4.95M | Sell |
80,093
-20,337
| -20% | -$1.26M | 0.41% | 68 |
|
|
2021
Q2 | $6.73M | Sell |
100,430
-6,830
| -6% | -$458K | 0.85% | 30 |
|
|
2021
Q1 | $6.9M | Buy |
107,260
+11,153
| +12% | +$718K | 1.08% | 22 |
|
|
2020
Q4 | $5.95M | Buy |
96,107
+71,168
| +285% | +$4.41M | 0.95% | 32 |
|
|
2020
Q3 | $1.32M | Sell |
24,939
-3,402
| -12% | -$180K | 0.4% | 72 |
|
|
2020
Q2 | $1.35M | Buy |
+28,341
| New | +$1.35M | 0.56% | 55 |
|
|
2020
Q1 | – | Sell |
-65,453
| Closed | -$3.52M | – | 105 |
|
|
2019
Q4 | $3.52M | Buy |
65,453
+50,514
| +338% | +$2.72M | 1.89% | 19 |
|
|
2019
Q3 | $732K | Buy |
14,939
+6,369
| +74% | +$312K | 0.16% | 81 |
|
|
2019
Q2 | $441K | Buy |
+8,570
| New | +$441K | 1.16% | 23 |
|