GoalVest 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-284
| Closed | -$14.8K | – | 518 |
|
2024
Q4 | $14.8K | Sell |
284
-443
| -61% | -$23.1K | ﹤0.01% | 262 |
|
2024
Q3 | $41.7K | Buy |
727
+548
| +306% | +$31.5K | 0.01% | 205 |
|
2024
Q2 | $9.58K | Sell |
179
-22
| -11% | -$1.18K | ﹤0.01% | 281 |
|
2024
Q1 | $10.4K | Sell |
201
-86
| -30% | -$4.44K | ﹤0.01% | 314 |
|
2023
Q4 | $14.5K | Sell |
287
-2,207
| -88% | -$112K | 0.01% | 236 |
|
2023
Q3 | $119K | Buy |
2,494
+1,230
| +97% | +$58.5K | 0.06% | 92 |
|
2023
Q2 | $62.3K | Buy |
+1,264
| New | +$62.3K | 0.03% | 126 |
|
2022
Q4 | – | Sell |
-224
| Closed | -$10K | – | 256 |
|
2022
Q3 | $10K | Buy |
+224
| New | +$10K | 0.01% | 188 |
|
2021
Q2 | $4.63M | Buy |
69,099
+12,165
| +21% | +$815K | 2.87% | 8 |
|
2021
Q1 | $3.66M | Buy |
56,934
+54,676
| +2,421% | +$3.52M | 2.73% | 8 |
|
2020
Q4 | $140K | Buy |
+2,258
| New | +$140K | 0.12% | 95 |
|