JGP Wealth Management’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 | $2.88M | Buy |
47,974
+1,374
| +3% | +$82.5K | 0.35% | 55 |
|
|
2025
Q1 | $2.51M | Buy |
46,600
+3,862
| +9% | +$208K | 0.33% | 54 |
|
|
2024
Q4 | $2.23M | Buy |
42,738
+5,465
| +15% | +$285K | 0.29% | 57 |
|
|
2024
Q3 | $2.14M | Buy |
37,273
+3,603
| +11% | +$207K | 0.28% | 61 |
|
|
2024
Q2 | $1.8M | Buy |
33,670
+1,731
| +5% | +$92.7K | 0.26% | 62 |
|
|
2024
Q1 | $1.65M | Buy |
31,939
+1,742
| +6% | +$89.9K | 0.24% | 64 |
|
|
2023
Q4 | $1.53M | Buy |
30,197
+4,779
| +19% | +$242K | 0.23% | 69 |
|
|
2023
Q3 | $1.21M | Buy |
25,418
+353
| +1% | +$16.8K | 0.2% | 78 |
|
|
2023
Q2 | $1.24M | Sell |
25,065
-1,634
| -6% | -$80.5K | 0.2% | 74 |
|
|
2023
Q1 | $1.3M | Buy |
26,699
+4,336
| +19% | +$212K | 0.23% | 71 |
|
|
2022
Q4 | $1.04M | Buy |
22,363
+3,067
| +16% | +$143K | 0.19% | 78 |
|
|
2022
Q3 | $847K | Sell |
19,296
-206
| -1% | -$9.04K | 0.18% | 79 |
|
|
2022
Q2 | $936K | Buy |
19,502
+1,233
| +7% | +$59.2K | 0.19% | 77 |
|
|
2022
Q1 | $1.01M | Buy |
18,269
+1,774
| +11% | +$98.3K | 0.19% | 76 |
|
|
2021
Q4 | $975K | Buy |
16,495
+4,013
| +32% | +$237K | 0.18% | 76 |
|
|
2021
Q3 | $771K | Buy |
12,482
+1,321
| +12% | +$81.6K | 0.17% | 81 |
|
|
2021
Q2 | $748K | Buy |
11,161
+1,240
| +12% | +$83.1K | 0.16% | 81 |
|
|
2021
Q1 | $638K | Buy |
9,921
+1,411
| +17% | +$90.7K | 0.14% | 84 |
|
|
2020
Q4 | $569K | Buy |
8,510
+871
| +11% | +$58.2K | 0.13% | 85 |
|
|
2020
Q3 | $413K | Buy |
7,639
+273
| +4% | +$14.8K | 0.11% | 88 |
|
|
2020
Q2 | $381K | Buy |
7,366
+740
| +11% | +$38.3K | 0.11% | 90 |
|
|
2020
Q1 | $279K | Buy |
6,626
+1,631
| +33% | +$68.7K | 0.1% | 110 |
|
|
2019
Q4 | $268K | Buy |
4,995
+346
| +7% | +$18.6K | 0.08% | 112 |
|
|
2019
Q3 | $225K | Buy |
+4,649
| New | +$225K | 0.08% | 119 |
|