HCR Wealth Advisors’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 | $14.1M | Buy |
234,774
+12,066
| +5% | +$724K | 1.66% | 12 |
|
|
2025
Q1 | $12M | Buy |
222,708
+15,907
| +8% | +$859K | 1.56% | 11 |
|
|
2024
Q4 | $10.8M | Buy |
206,801
+10,378
| +5% | +$542K | 1.35% | 13 |
|
|
2024
Q3 | $11.3M | Buy |
196,423
+176,943
| +908% | +$10.2M | 1.48% | 12 |
|
|
2024
Q2 | $1.04M | Hold |
19,480
| – | – | 0.15% | 94 |
|
|
2024
Q1 | $1.01M | Sell |
19,480
-612
| -3% | -$31.6K | 0.15% | 94 |
|
|
2023
Q4 | $1.02M | Buy |
20,092
+14,299
| +247% | +$723K | 0.16% | 86 |
|
|
2023
Q3 | $276K | Sell |
5,793
-1,026
| -15% | -$48.8K | 0.06% | 134 |
|
|
2023
Q2 | $336K | Sell |
6,819
-9
| -0.1% | -$444 | 0.06% | 133 |
|
|
2023
Q1 | $333K | Buy |
+6,828
| New | +$333K | 0.07% | 133 |
|
|
2021
Q4 | – | Sell |
-3,397
| Closed | -$210K | – | 205 |
|
|
2021
Q3 | $210K | Buy |
+3,397
| New | +$210K | 0.04% | 188 |
|