Keystone Financial Services (Colorado)’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 | $13.4M | Buy |
222,670
+112,809
| +103% | +$6.77M | 4.55% | 8 |
|
2025
Q1 | $5.93M | Buy |
109,861
+46,369
| +73% | +$2.5M | 2.26% | 11 |
|
2024
Q4 | $3.32M | Buy |
63,492
+782
| +1% | +$40.8K | 1.27% | 13 |
|
2024
Q3 | $3.6M | Sell |
62,710
-43,189
| -41% | -$2.48M | 1.4% | 13 |
|
2024
Q2 | $5.67M | Buy |
105,899
+49,140
| +87% | +$2.63M | 2.35% | 11 |
|
2024
Q1 | $2.93M | Sell |
56,759
-48,578
| -46% | -$2.51M | 1.28% | 14 |
|
2023
Q4 | $5.33M | Sell |
105,337
-8,935
| -8% | -$452K | 2.52% | 10 |
|
2023
Q3 | $5.44M | Sell |
114,272
-62,944
| -36% | -$3M | 2.88% | 9 |
|
2023
Q2 | $8.73M | Buy |
177,216
+321
| +0.2% | +$15.8K | 4.46% | 7 |
|
2023
Q1 | $8.63M | Sell |
176,895
-28,000
| -14% | -$1.37M | 4.62% | 7 |
|
2022
Q4 | $10.4M | Buy |
+204,895
| New | +$10.4M | 5.6% | 6 |
|