GYL Financial Synergies’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$521K	Hold	9,081	–	–	0.04%	236
2024 Q2	$486K	Buy	9,081 +4	+0%	+$211	0.04%	238
2024 Q1	$468K	Sell	9,077 -4,729	-34%	-$237K	0.04%	250
2023 Q4	$698K	Buy	13,806 +329	+2%	+$15.9K	0.06%	212
2023 Q3	$641K	Sell	13,477 -3,035	-18%	-$150K	0.06%	215
2023 Q2	$814K	Sell	16,512 -18,297	-53%	-$894K	0.07%	193
2023 Q1	$1.7M	Sell	34,809 -140,820	-80%	-$6.91M	0.2%	94
2022 Q4	$8.2M	Buy	175,629 +108,062	+160%	+$4.91M	1.78%	13
2022 Q3	$2.9M	Buy	67,567 +37,815	+127%	+$1.81M	0.79%	23
2022 Q2	$1.46M	Buy	29,752 +18,866	+173%	+$975K	0.4%	38
2022 Q1	$605K	Sell	10,886 -4,581	-30%	-$265K	0.14%	92
2021 Q4	$926K	Buy	15,467 +11,776	+319%	+$727K	0.25%	68
2021 Q3	$228K	Buy	3,691 +341	+10%	+$21.7K	0.12%	170
2021 Q2	$224K	Buy	+3,350	New	+$221K	0.12%	167
2020 Q4	–	Sell	-8,697	Closed	-$459K	–	176
2020 Q3	$459K	Hold	8,697	–	–	0.3%	93
2020 Q2	$414K	Sell	8,697 -1,815	-17%	-$81K	0.3%	83
2020 Q1	$425K	Sell	10,512 -778	-7%	-$38.2K	0.27%	69
2019 Q4	$607K	Buy	+11,290	New	+$582K	0.27%	70
2019 Q1	–	Sell	-6,771	Closed	-$319K	–	161
2018 Q4	$319K	Buy	+6,771	New	+$327K	0.23%	89