KPWG
KFA Private Wealth Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.58M | Buy |
159,652
+4,046
| +3% | +$243K | 2.97% | 7 |
|
|
2025
Q1 | $8.4M | Buy |
155,606
+8,355
| +6% | +$451K | 2.94% | 7 |
|
|
2024
Q4 | $7.69M | Buy |
147,251
+24,359
| +20% | +$1.27M | 3.22% | 6 |
|
|
2024
Q3 | $7.06M | Buy |
122,892
+62,384
| +103% | +$3.58M | 3.37% | 7 |
|
|
2024
Q2 | $3.24M | Buy |
60,508
+39,757
| +192% | +$2.13M | 1.68% | 13 |
|
|
2024
Q1 | $1.07M | Buy |
20,751
+11,496
| +124% | +$593K | 0.33% | 33 |
|
|
2023
Q4 | $468K | Sell |
9,255
-91
| -1% | -$4.6K | 0.17% | 50 |
|
|
2023
Q3 | $445K | Buy |
9,346
+305
| +3% | +$14.5K | 0.18% | 49 |
|
|
2023
Q2 | $446K | Sell |
9,041
-700
| -7% | -$34.5K | 0.18% | 47 |
|
|
2023
Q1 | $475K | Buy |
9,741
+1,925
| +25% | +$93.9K | 0.22% | 44 |
|
|
2022
Q4 | $365K | Sell |
7,816
-3,001
| -28% | -$140K | 0.19% | 43 |
|
|
2022
Q3 | $465K | Buy |
10,817
+154
| +1% | +$6.62K | 0.25% | 36 |
|
|
2022
Q2 | $523K | Sell |
10,663
-467
| -4% | -$22.9K | 0.29% | 36 |
|
|
2022
Q1 | $618K | Sell |
11,130
-835
| -7% | -$46.4K | 0.31% | 36 |
|
|
2021
Q4 | $716K | Sell |
11,965
-202
| -2% | -$12.1K | 0.36% | 34 |
|
|
2021
Q3 | $751K | Buy |
12,167
+491
| +4% | +$30.3K | 0.41% | 30 |
|
|
2021
Q2 | $782K | Sell |
11,676
-6,022
| -34% | -$403K | 0.43% | 30 |
|
|
2021
Q1 | $1.14M | Buy |
17,698
+1,471
| +9% | +$94.7K | 0.66% | 24 |
|
|
2020
Q4 | $1.01M | Buy |
16,227
+460
| +3% | +$28.5K | 0.64% | 24 |
|
|
2020
Q3 | $833K | Buy |
15,767
+6,992
| +80% | +$369K | 0.62% | 26 |
|
|
2020
Q2 | $418K | Sell |
8,775
-6,864
| -44% | -$327K | 0.4% | 30 |
|
|
2020
Q1 | $633K | Buy |
15,639
+890
| +6% | +$36K | 0.75% | 21 |
|
|
2019
Q4 | $793K | Buy |
+14,749
| New | +$793K | 0.73% | 18 |
|