Grand 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 | $4.23M | Sell |
70,543
-1,565
| -2% | -$93.9K | 2.18% | 10 |
|
|
2025
Q1 | $3.89M | Sell |
72,108
-1,121
| -2% | -$60.5K | 2.14% | 11 |
|
|
2024
Q4 | $3.82M | Sell |
73,229
-904
| -1% | -$47.2K | 2.13% | 9 |
|
|
2024
Q3 | $4.26M | Sell |
74,133
-1,194
| -2% | -$68.5K | 2.4% | 9 |
|
|
2024
Q2 | $4.03M | Sell |
75,327
-6,354
| -8% | -$340K | 2.39% | 9 |
|
|
2024
Q1 | $4.21M | Buy |
81,681
+3,110
| +4% | +$160K | 2.01% | 10 |
|
|
2023
Q4 | $3.97M | Hold |
78,571
| – | – | 2.16% | 11 |
|
|
2023
Q3 | $3.74M | Sell |
78,571
-493
| -0.6% | -$23.5K | 2.29% | 9 |
|
|
2023
Q2 | $3.9M | Sell |
79,064
-7,324
| -8% | -$361K | 2.32% | 9 |
|
|
2023
Q1 | $4.21M | Sell |
86,388
-2,754
| -3% | -$134K | 2.53% | 8 |
|
|
2022
Q4 | $4.16M | Sell |
89,142
-31,888
| -26% | -$1.49M | 2.59% | 9 |
|
|
2022
Q3 | $5.2M | Sell |
121,030
-7,814
| -6% | -$336K | 2.73% | 9 |
|
|
2022
Q2 | $6.32M | Sell |
128,844
-141
| -0.1% | -$6.92K | 3.21% | 7 |
|
|
2022
Q1 | $7.17M | Sell |
128,985
-106
| -0.1% | -$5.89K | 3.35% | 6 |
|
|
2021
Q4 | $7.73M | Buy |
+129,091
| New | +$7.73M | 3.46% | 6 |
|