J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $61.9M | Sell |
1,301,317
-267,288
| -17% | -$12.7M | 0.18% | 132 |
|
|
2023
Q2 | $77.3M | Sell |
1,568,605
-410,952
| -21% | -$20.3M | 0.4% | 54 |
|
|
2023
Q1 | $96.6M | Buy |
1,979,557
+827,824
| +72% | +$40.4M | 0.2% | 111 |
|
|
2022
Q4 | $53.8M | Buy |
1,151,733
+108,965
| +10% | +$5.09M | 0.12% | 174 |
|
|
2022
Q3 | $44.8M | Sell |
1,042,768
-152,217
| -13% | -$6.54M | 0.12% | 180 |
|
|
2022
Q2 | $58.6M | Buy |
1,194,985
+76,229
| +7% | +$3.74M | 0.15% | 153 |
|
|
2022
Q1 | $62.1M | Buy |
1,118,756
+53,348
| +5% | +$2.96M | 0.13% | 163 |
|
|
2021
Q4 | $63.8M | Buy |
1,065,408
+63,985
| +6% | +$3.83M | 0.14% | 160 |
|
|
2021
Q3 | $61.8M | Buy |
1,001,423
+107,947
| +12% | +$6.67M | 0.15% | 156 |
|
|
2021
Q2 | $59.9M | Buy |
893,476
+300,230
| +51% | +$20.1M | 0.15% | 152 |
|
|
2021
Q1 | $38.2M | Buy |
593,246
+5,844
| +1% | +$376K | 0.12% | 175 |
|
|
2020
Q4 | $36.4M | Buy |
587,402
+167,380
| +40% | +$10.4M | 0.12% | 182 |
|
|
2020
Q3 | $22.2M | Buy |
420,022
+61,248
| +17% | +$3.23M | 0.09% | 200 |
|
|
2020
Q2 | $17.1M | Sell |
358,774
-191,897
| -35% | -$9.13M | 0.08% | 210 |
|
|
2020
Q1 | $22.3M | Sell |
550,671
-667,981
| -55% | -$27M | 0.13% | 157 |
|
|
2019
Q4 | $65.5M | Buy |
1,218,652
+147,036
| +14% | +$7.9M | 0.3% | 89 |
|
|
2019
Q3 | $52.5M | Buy |
1,071,616
+60,558
| +6% | +$2.97M | 0.27% | 94 |
|
|
2019
Q2 | $52M | Sell |
1,011,058
-44,927
| -4% | -$2.31M | 0.28% | 89 |
|
|
2019
Q1 | $54.6M | Buy |
1,055,985
+38,132
| +4% | +$1.97M | 0.28% | 88 |
|
|
2018
Q4 | $48M | Sell |
1,017,853
-274,601
| -21% | -$12.9M | 0.29% | 82 |
|
|
2018
Q3 | $66.9M | Buy |
1,292,454
+1,259,726
| +3,849% | +$65.2M | 0.33% | 75 |
|
|
2018
Q2 | $1.72M | Buy |
+32,728
| New | +$1.72M | 0.01% | 635 |
|
|
2018
Q1 | – | Sell |
-11,845
| Closed | -$674K | – | 1327 |
|
|
2017
Q4 | $674K | Buy |
11,845
+2,678
| +29% | +$152K | ﹤0.01% | 771 |
|
|
2017
Q3 | $495K | Sell |
9,167
-142
| -2% | -$7.67K | ﹤0.01% | 850 |
|
|
2017
Q2 | $466K | Sell |
9,309
-594,476
| -98% | -$29.8M | ﹤0.01% | 861 |
|
|
2017
Q1 | $28.9M | Buy |
603,785
+531,565
| +736% | +$25.4M | 0.22% | 107 |
|
|
2016
Q4 | $3.07M | Buy |
72,220
+48,783
| +208% | +$2.07M | 0.03% | 359 |
|
|
2016
Q3 | $1.07M | Sell |
23,437
-1,257
| -5% | -$57.3K | 0.01% | 575 |
|
|
2016
Q2 | $1.03M | Buy |
24,694
+1,553
| +7% | +$65K | 0.01% | 587 |
|
|
2016
Q1 | $963K | Buy |
23,141
+2,697
| +13% | +$112K | 0.01% | 567 |
|
|
2015
Q4 | $805K | Sell |
20,444
-1,570
| -7% | -$61.8K | 0.01% | 575 |
|
|
2015
Q3 | $878K | Sell |
22,014
-24,981
| -53% | -$996K | 0.01% | 502 |
|
|
2015
Q2 | $2.26M | Buy |
46,995
+42,184
| +877% | +$2.03M | 0.03% | 348 |
|
|
2015
Q1 | $233K | Sell |
4,811
-40,244
| -89% | -$1.95M | ﹤0.01% | 982 |
|
|
2014
Q4 | $2.12M | Sell |
45,055
-4,501
| -9% | -$212K | 0.03% | 370 |
|
|
2014
Q3 | $2.48M | Buy |
49,556
+5,725
| +13% | +$287K | 0.03% | 338 |
|
|
2014
Q2 | $2.27M | Buy |
43,831
+3,149
| +8% | +$163K | 0.04% | 274 |
|
|
2014
Q1 | $2M | Sell |
40,682
-51,405
| -56% | -$2.52M | 0.04% | 284 |
|
|
2013
Q4 | $4.59M | Buy |
+92,087
| New | +$4.59M | 0.09% | 193 |
|