Klingman & Associates’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33.8M | Buy |
484,089
+23,407
| +5% | +$1.69M | 1.62% | 16 |
|
|
2025
Q4 | $31M | Buy |
460,682
+1,979
| +0.4% | +$133K | 1.49% | 20 |
|
|
2025
Q3 | $30.2M | Buy |
458,703
+22,271
| +5% | +$1.39M | 1.53% | 18 |
|
|
2025
Q2 | $26.2M | Buy |
436,432
+169,665
| +64% | +$9.47M | 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% | +$3.32M | 0.78% | 30 |
|
|
2024
Q3 | $10.5M | Buy |
182,434
+12,864
| +8% | +$696K | 0.65% | 33 |
|
|
2024
Q2 | $9.08M | Buy |
169,570
+4,064
| +2% | +$214K | 0.61% | 34 |
|
|
2024
Q1 | $8.54M | Buy |
165,506
+6,722
| +4% | +$337K | 0.59% | 34 |
|
|
2023
Q4 | $8.03M | Buy |
158,784
+38,024
| +31% | +$1.84M | 0.59% | 34 |
|
|
2023
Q3 | $5.75M | Buy |
120,760
+19,069
| +19% | +$944K | 0.46% | 36 |
|
|
2023
Q2 | $5.01M | Buy |
101,691
+5,165
| +5% | +$252K | 0.4% | 38 |
|
|
2023
Q1 | $4.71M | Buy |
96,526
+5,390
| +6% | +$264K | 0.41% | 38 |
|
|
2022
Q4 | $4.26M | Sell |
91,136
-7,211
| -7% | -$328K | 0.37% | 41 |
|
|
2022
Q3 | $4.23M | Buy |
98,347
+51,435
| +110% | +$2.47M | 0.42% | 37 |
|
|
2022
Q2 | $2.3M | Sell |
46,912
-20,687
| -31% | -$1.07M | 0.22% | 45 |
|
|
2022
Q1 | $3.75M | Buy |
67,599
+36,535
| +118% | +$2.11M | 0.32% | 36 |
|
|
2021
Q4 | $1.86M | Sell |
31,064
-770
| -2% | -$47.5K | 0.16% | 51 |
|
|
2021
Q3 | $1.97M | Buy |
31,834
+1,033
| +3% | +$65.8K | 0.18% | 48 |
|
|
2021
Q2 | $2.06M | Buy |
30,801
+3,621
| +13% | +$239K | 0.2% | 47 |
|
|
2021
Q1 | $1.75M | Buy |
27,180
+1,033
| +4% | +$68K | 0.18% | 48 |
|
|
2020
Q4 | $1.62M | Buy |
26,147
+355
| +1% | +$20.5K | 0.19% | 49 |
|
|
2020
Q3 | $1.36M | Sell |
25,792
-6,026
| -19% | -$316K | 0.18% | 46 |
|
|
2020
Q2 | $1.51M | Buy |
31,818
+7,487
| +31% | +$334K | 0.23% | 43 |
|
|
2020
Q1 | $985K | Buy |
24,331
+20,006
| +463% | +$982K | 0.2% | 50 |
|
|
2019
Q4 | $233K | Buy |
+4,325
| New | +$223K | 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% | -$145K | ﹤0.01% | 320 |
|
|
2015
Q4 | $158K | Sell |
3,999
-15,487
| -79% | -$645K | 0.06% | 125 |
|
|
2015
Q3 | $777K | Buy |
19,486
+17,106
| +719% | +$733K | 0.3% | 39 |
|
|
2015
Q2 | $114K | Buy |
2,380
+2,070
| +668% | +$105K | 0.04% | 125 |
|
|
2015
Q1 | $15K | Buy |
+310
| New | +$14.8K | 0.01% | 256 |
|