Klingman & Associates’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Klingman & Associates’s Portfolio IEMG Stock Details IEMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$26.2M	Buy	436,432 +169,665	+64%	+$10.2M	1.44%	22
2025 Q1	$14.4M	Buy	266,767 +24,311	+10%	+$1.31M	0.88%	29
2024 Q4	$12.7M	Buy	242,456 +60,022	+33%	+$3.13M	0.78%	30
2024 Q3	$10.5M	Buy	182,434 +12,864	+8%	+$739K	0.65%	33
2024 Q2	$9.08M	Buy	169,570 +4,064	+2%	+$218K	0.61%	34
2024 Q1	$8.54M	Buy	165,506 +6,722	+4%	+$347K	0.59%	34
2023 Q4	$8.03M	Buy	158,784 +38,024	+31%	+$1.92M	0.59%	34
2023 Q3	$5.75M	Buy	120,760 +19,069	+19%	+$907K	0.46%	36
2023 Q2	$5.01M	Buy	101,691 +5,165	+5%	+$255K	0.4%	38
2023 Q1	$4.71M	Buy	96,526 +5,390	+6%	+$263K	0.41%	38
2022 Q4	$4.26M	Sell	91,136 -7,211	-7%	-$337K	0.37%	41
2022 Q3	$4.23M	Buy	98,347 +51,435	+110%	+$2.21M	0.42%	37
2022 Q2	$2.3M	Sell	46,912 -20,687	-31%	-$1.02M	0.22%	45
2022 Q1	$3.76M	Buy	67,599 +36,535	+118%	+$2.03M	0.32%	36
2021 Q4	$1.86M	Sell	31,064 -770	-2%	-$46.1K	0.16%	51
2021 Q3	$1.97M	Buy	31,834 +1,033	+3%	+$63.8K	0.18%	48
2021 Q2	$2.06M	Buy	30,801 +3,621	+13%	+$243K	0.2%	47
2021 Q1	$1.75M	Buy	27,180 +1,033	+4%	+$66.5K	0.18%	48
2020 Q4	$1.62M	Buy	26,147 +355	+1%	+$22K	0.19%	49
2020 Q3	$1.36M	Sell	25,792 -6,026	-19%	-$318K	0.18%	46
2020 Q2	$1.52M	Buy	31,818 +7,487	+31%	+$356K	0.23%	43
2020 Q1	$985K	Buy	24,331 +20,006	+463%	+$810K	0.2%	50
2019 Q4	$233K	Buy	+4,325	New	+$233K	0.04%	126
2016 Q4	–	Sell	-152	Closed	-$7K	–	200
2016 Q3	$7K	Hold	152	–	–	﹤0.01%	309
2016 Q2	$6K	Hold	152	–	–	﹤0.01%	321
2016 Q1	$6K	Sell	152 -3,847	-96%	-$152K	﹤0.01%	320
2015 Q4	$158K	Sell	3,999 -15,487	-79%	-$612K	0.06%	125
2015 Q3	$777K	Buy	19,486 +17,106	+719%	+$682K	0.3%	39
2015 Q2	$114K	Buy	2,380 +2,070	+668%	+$99.2K	0.04%	125
2015 Q1	$15K	Buy	+310	New	+$15K	0.01%	256