IWS
Insight Wealth Strategies’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,034
| Closed | -$204K | – | 171 |
|
|
2023
Q4 | $204K | Buy |
+4,034
| New | +$204K | 0.03% | 150 |
|
|
2023
Q3 | – | Sell |
-4,393
| Closed | -$217K | – | 144 |
|
|
2023
Q2 | $217K | Buy |
4,393
+22
| +0.5% | +$1.08K | 0.04% | 132 |
|
|
2023
Q1 | $213K | Hold |
4,371
| – | – | 0.04% | 133 |
|
|
2022
Q4 | $204K | Sell |
4,371
-405
| -8% | -$18.9K | 0.04% | 134 |
|
|
2022
Q3 | $234K | Hold |
4,776
| – | – | 0.04% | 135 |
|
|
2022
Q2 | $234K | Sell |
4,776
-838
| -15% | -$41.1K | 0.04% | 135 |
|
|
2022
Q1 | $312K | Sell |
5,614
-199,633
| -97% | -$11.1M | 0.05% | 134 |
|
|
2021
Q4 | $12.3M | Sell |
205,247
-14,667
| -7% | -$878K | 1.75% | 21 |
|
|
2021
Q3 | $13.6M | Sell |
219,914
-46,045
| -17% | -$2.84M | 1.91% | 19 |
|
|
2021
Q2 | $17.8M | Sell |
265,959
-26,401
| -9% | -$1.77M | 2.53% | 18 |
|
|
2021
Q1 | $18.8M | Buy |
292,360
+92,228
| +46% | +$5.94M | 2.52% | 18 |
|
|
2020
Q4 | $12.4M | Sell |
200,132
-3,585
| -2% | -$222K | 2.11% | 18 |
|
|
2020
Q3 | $10.8M | Buy |
203,717
+65,641
| +48% | +$3.47M | 2% | 19 |
|
|
2020
Q2 | $6.57M | Sell |
138,076
-4,526
| -3% | -$215K | 1.46% | 18 |
|
|
2020
Q1 | $5.77M | Buy |
142,602
+117,572
| +470% | +$4.76M | 1.54% | 18 |
|
|
2019
Q4 | $1.35M | Buy |
25,030
+9,963
| +66% | +$536K | 0.29% | 65 |
|
|
2019
Q3 | $739K | Buy |
15,067
+2,464
| +20% | +$121K | 0.17% | 88 |
|
|
2019
Q2 | $648K | Sell |
12,603
-24,448
| -66% | -$1.26M | 0.16% | 87 |
|
|
2019
Q1 | $1.92M | Buy |
+37,051
| New | +$1.92M | 0.54% | 36 |
|