KWB Wealth’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 | $414K | Buy |
7,667
+14
| +0.2% | +$756 | 0.05% | 98 |
|
|
2025
Q1 | $400K | Buy |
7,653
+265
| +4% | +$13.8K | 0.05% | 108 |
|
|
2024
Q4 | $424K | Sell |
7,388
-587
| -7% | -$33.7K | 0.05% | 95 |
|
|
2024
Q3 | $427K | Buy |
7,975
+108
| +1% | +$5.78K | 0.06% | 87 |
|
|
2024
Q2 | $406K | Hold |
7,867
| – | – | 0.06% | 88 |
|
|
2024
Q1 | $406K | Buy |
7,867
+447
| +6% | +$23.1K | 0.05% | 88 |
|
|
2023
Q4 | $375K | Sell |
7,420
-1,420
| -16% | -$71.8K | 0.05% | 93 |
|
|
2023
Q3 | $436K | Hold |
8,840
| – | – | 0.07% | 81 |
|
|
2023
Q2 | $436K | Sell |
8,840
-2,259
| -20% | -$111K | 0.07% | 83 |
|
|
2023
Q1 | $518K | Buy |
11,099
+2,129
| +24% | +$99.4K | 0.1% | 71 |
|
|
2022
Q4 | $419K | Sell |
8,970
-23,115
| -72% | -$1.08M | 0.08% | 75 |
|
|
2022
Q3 | $1.38M | Sell |
32,085
-5,369
| -14% | -$231K | 0.28% | 38 |
|
|
2022
Q2 | $1.84M | Sell |
37,454
-11,352
| -23% | -$557K | 0.35% | 34 |
|
|
2022
Q1 | $2.92M | Sell |
48,806
-259
| -0.5% | -$15.5K | 0.49% | 25 |
|
|
2021
Q4 | $2.94M | Sell |
49,065
-4,436
| -8% | -$266K | 0.49% | 25 |
|
|
2021
Q3 | $3.3M | Sell |
53,501
-65,258
| -55% | -$4.03M | 0.59% | 23 |
|
|
2021
Q2 | $7.64M | Hold |
118,759
| – | – | 1.47% | 17 |
|
|
2021
Q1 | $7.64M | Sell |
118,759
-71,876
| -38% | -$4.63M | 1.46% | 17 |
|
|
2020
Q4 | $11.8M | Buy |
+190,635
| New | +$11.8M | 2.46% | 12 |
|