Kelly Financial Services’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 | $793K | Buy |
13,211
+4,499
| +52% | +$270K | 0.23% | 43 |
|
|
2025
Q1 | $470K | Buy |
+8,712
| New | +$470K | 0.16% | 61 |
|
|
2024
Q3 | – | Sell |
-3,632
| Closed | -$194K | – | 396 |
|
|
2024
Q2 | $194K | Buy |
3,632
+1,879
| +107% | +$101K | 0.07% | 112 |
|
|
2024
Q1 | $90.5K | Sell |
1,753
-2,801
| -62% | -$145K | 0.03% | 159 |
|
|
2023
Q4 | $230K | Buy |
4,554
+85
| +2% | +$4.3K | 0.09% | 92 |
|
|
2023
Q3 | $213K | Sell |
4,469
-3,469
| -44% | -$165K | 0.1% | 87 |
|
|
2023
Q2 | $391K | Buy |
7,938
+84
| +1% | +$4.14K | 0.19% | 62 |
|
|
2023
Q1 | $383K | Buy |
7,854
+7,522
| +2,266% | +$367K | 0.19% | 59 |
|
|
2022
Q4 | $15.5K | Buy |
332
+114
| +52% | +$5.32K | 0.01% | 286 |
|
|
2022
Q3 | $9.39K | Buy |
218
+185
| +561% | +$7.97K | 0.01% | 331 |
|
|
2022
Q2 | $1.64K | Buy |
+33
| New | +$1.64K | ﹤0.01% | 523 |
|
|
2021
Q1 | – | Sell |
-163
| Closed | -$10.1K | – | 650 |
|
|
2020
Q4 | $10.1K | Buy |
163
+2
| +1% | +$124 | 0.01% | 270 |
|
|
2020
Q3 | $8.48K | Hold |
161
| – | – | 0.01% | 275 |
|
|
2020
Q2 | $7.65K | Buy |
161
+2
| +1% | +$95 | 0.01% | 281 |
|
|
2020
Q1 | $6.44K | Hold |
159
| – | – | 0.01% | 270 |
|
|
2019
Q4 | $8.56K | Buy |
159
+3
| +2% | +$162 | 0.01% | 243 |
|
|
2019
Q3 | $7.63K | Sell |
156
-35
| -18% | -$1.71K | 0.01% | 255 |
|
|
2019
Q2 | $9.81K | Buy |
191
+2
| +1% | +$103 | 0.01% | 226 |
|
|
2019
Q1 | $9.77K | Buy |
+189
| New | +$9.77K | 0.01% | 222 |
|