Highland Financial 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 | $201K | Buy |
+3,349
| New | +$201K | 0.06% | 53 |
|
|
2024
Q3 | – | Sell |
-4,045
| Closed | -$217K | – | 57 |
|
|
2024
Q2 | $217K | Sell |
4,045
-4,004
| -50% | -$215K | 0.08% | 54 |
|
|
2024
Q1 | $415K | Sell |
8,049
-731
| -8% | -$37.7K | 0.17% | 37 |
|
|
2023
Q4 | $444K | Buy |
8,780
+3,108
| +55% | +$157K | 0.19% | 34 |
|
|
2023
Q3 | $270K | Buy |
5,672
+127
| +2% | +$6.05K | 0.14% | 39 |
|
|
2023
Q2 | $273K | Buy |
5,545
+60
| +1% | +$2.95K | 0.14% | 38 |
|
|
2023
Q1 | $268K | Sell |
5,485
-98
| -2% | -$4.79K | 0.15% | 40 |
|
|
2022
Q4 | $261K | Sell |
5,583
-6,191
| -53% | -$289K | 0.15% | 41 |
|
|
2022
Q3 | $506K | Sell |
11,774
-5,525
| -32% | -$237K | 0.35% | 32 |
|
|
2022
Q2 | $849K | Buy |
+17,299
| New | +$849K | 0.58% | 24 |
|