Jackson Grant Investment Advisers’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 | $37.2K | Sell |
620
-64
| -9% | -$3.84K | 0.01% | 201 |
|
|
2025
Q1 | $36.9K | Hold |
684
| – | – | 0.01% | 191 |
|
|
2024
Q4 | $35.7K | Buy |
684
+13
| +2% | +$679 | 0.01% | 197 |
|
|
2024
Q3 | $38.5K | Buy |
671
+51
| +8% | +$2.93K | 0.01% | 193 |
|
|
2024
Q2 | $33.2K | Buy |
620
+5
| +0.8% | +$268 | 0.01% | 198 |
|
|
2024
Q1 | $31.7K | Hold |
615
| – | – | 0.01% | 201 |
|
|
2023
Q4 | $31.1K | Buy |
615
+11
| +2% | +$556 | 0.01% | 200 |
|
|
2023
Q3 | $28.8K | Hold |
604
| – | – | 0.01% | 204 |
|
|
2023
Q2 | $29.8K | Buy |
604
+5
| +0.8% | +$247 | 0.01% | 201 |
|
|
2023
Q1 | $29.2K | Buy |
599
+72
| +14% | +$3.51K | 0.01% | 228 |
|
|
2022
Q4 | $24.6K | Buy |
527
+7
| +1% | +$327 | 0.01% | 237 |
|
|
2022
Q3 | $22K | Hold |
520
| – | – | 0.01% | 249 |
|
|
2022
Q2 | $26K | Buy |
520
+6
| +1% | +$300 | 0.01% | 245 |
|
|
2022
Q1 | $29K | Hold |
514
| – | – | 0.01% | 255 |
|
|
2021
Q4 | $31K | Buy |
514
+12
| +2% | +$724 | 0.02% | 206 |
|
|
2021
Q3 | $31K | Hold |
502
| – | – | 0.01% | 257 |
|
|
2021
Q2 | $34K | Buy |
502
+134
| +36% | +$9.08K | 0.01% | 243 |
|
|
2021
Q1 | $24K | Hold |
368
| – | – | 0.01% | 270 |
|
|
2020
Q4 | $23K | Buy |
368
+4
| +1% | +$250 | 0.01% | 246 |
|
|
2020
Q3 | $19K | Hold |
364
| – | – | 0.01% | 186 |
|
|
2020
Q2 | $17K | Buy |
364
+3
| +0.8% | +$140 | 0.01% | 185 |
|
|
2020
Q1 | $15K | Hold |
361
| – | – | 0.01% | 182 |
|
|
2019
Q4 | $19K | Buy |
361
+8
| +2% | +$421 | 0.01% | 189 |
|
|
2019
Q3 | $17K | Hold |
353
| – | – | 0.01% | 195 |
|
|
2019
Q2 | $18K | Buy |
353
+4
| +1% | +$204 | 0.01% | 195 |
|
|
2019
Q1 | $18K | Hold |
349
| – | – | 0.01% | 187 |
|
|
2018
Q4 | $16K | Buy |
349
+6
| +2% | +$275 | 0.01% | 186 |
|
|
2018
Q3 | $18K | Hold |
343
| – | – | 0.01% | 186 |
|
|
2018
Q2 | $18K | Buy |
343
+3
| +0.9% | +$157 | 0.01% | 193 |
|
|
2018
Q1 | $20K | Hold |
340
| – | – | 0.01% | 185 |
|
|
2017
Q4 | $19K | Buy |
340
+6
| +2% | +$335 | 0.01% | 186 |
|
|
2017
Q3 | $18K | Hold |
334
| – | – | 0.01% | 187 |
|
|
2017
Q2 | $17K | Buy |
+334
| New | +$17K | 0.01% | 164 |
|