Lauterbach Financial Advisors’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 | $1.44M | Buy |
23,906
+712
| +3% | +$42.7K | 0.79% | 21 |
|
|
2025
Q1 | $1.25M | Buy |
23,194
+2,421
| +12% | +$131K | 0.78% | 19 |
|
|
2024
Q4 | $1.08M | Buy |
20,773
+1,848
| +10% | +$96.5K | 0.66% | 24 |
|
|
2024
Q3 | $1.09M | Sell |
18,925
-3,343
| -15% | -$192K | 0.66% | 23 |
|
|
2024
Q2 | $1.16M | Sell |
22,268
-1,325
| -6% | -$69.3K | 0.77% | 20 |
|
|
2024
Q1 | $1.22M | Buy |
23,593
+11,576
| +96% | +$597K | 0.8% | 20 |
|
|
2023
Q4 | $608K | Buy |
12,017
+1,556
| +15% | +$78.7K | 0.42% | 28 |
|
|
2023
Q3 | $498K | Buy |
10,461
+3
| +0% | +$143 | 0.39% | 31 |
|
|
2023
Q2 | $515K | Buy |
10,458
+2,562
| +32% | +$126K | 0.39% | 30 |
|
|
2023
Q1 | $385K | Sell |
7,896
-348
| -4% | -$17K | 0.31% | 36 |
|
|
2022
Q4 | $385K | Buy |
8,244
+2,450
| +42% | +$114K | 0.34% | 31 |
|
|
2022
Q3 | $249K | Sell |
5,794
-1,581
| -21% | -$67.9K | 0.25% | 42 |
|
|
2022
Q2 | $362K | Buy |
7,375
+2,671
| +57% | +$131K | 0.34% | 28 |
|
|
2022
Q1 | $261K | Buy |
4,704
+184
| +4% | +$10.2K | 0.24% | 38 |
|
|
2021
Q4 | $271K | Buy |
+4,520
| New | +$271K | 0.24% | 38 |
|