Lantz Financial’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 | $3.64M | Buy |
60,682
+31,931
| +111% | +$1.92M | 0.91% | 25 |
|
|
2025
Q1 | $1.55M | Buy |
28,751
+9,166
| +47% | +$495K | 0.42% | 73 |
|
|
2024
Q4 | $1.02M | Buy |
19,585
+46
| +0.2% | +$2.4K | 0.27% | 88 |
|
|
2024
Q3 | $1.12M | Sell |
19,539
-5,873
| -23% | -$337K | 0.3% | 87 |
|
|
2024
Q2 | $1.36M | Buy |
25,412
+10,617
| +72% | +$568K | 0.42% | 72 |
|
|
2024
Q1 | $763K | Sell |
14,795
-13,821
| -48% | -$713K | 0.25% | 93 |
|
|
2023
Q4 | $1.45M | Buy |
28,616
+1,018
| +4% | +$51.5K | 0.52% | 62 |
|
|
2023
Q3 | $1.31M | Sell |
27,598
-12,662
| -31% | -$603K | 0.52% | 58 |
|
|
2023
Q2 | $1.98M | Buy |
40,260
+1,988
| +5% | +$98K | 0.78% | 31 |
|
|
2023
Q1 | $1.87M | Buy |
+38,272
| New | +$1.87M | 0.78% | 32 |
|
|
2022
Q1 | – | Sell |
-3,564
| Closed | -$213K | – | 169 |
|
|
2021
Q4 | $213K | Buy |
3,564
+69
| +2% | +$4.12K | 0.1% | 144 |
|
|
2021
Q3 | $216K | Sell |
3,495
-347
| -9% | -$21.4K | 0.11% | 138 |
|
|
2021
Q2 | $257K | Buy |
3,842
+20
| +0.5% | +$1.34K | 0.13% | 132 |
|
|
2021
Q1 | $246K | Hold |
3,822
| – | – | 0.14% | 117 |
|
|
2020
Q4 | $237K | Buy |
3,822
+35
| +0.9% | +$2.17K | 0.15% | 110 |
|
|
2020
Q3 | $200K | Buy |
+3,787
| New | +$200K | 0.13% | 112 |
|
|
2020
Q1 | – | Sell |
-5,686
| Closed | -$306K | – | 115 |
|
|
2019
Q4 | $306K | Buy |
+5,686
| New | +$306K | 0.18% | 106 |
|