Lee 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 | $977K | Buy |
16,267
+181
| +1% | +$10.9K | 0.14% | 77 |
|
|
2025
Q1 | $868K | Sell |
16,086
-200
| -1% | -$10.8K | 0.13% | 76 |
|
|
2024
Q4 | $850K | Buy |
16,286
+2
| +0% | +$104 | 0.12% | 90 |
|
|
2024
Q3 | $935K | Buy |
16,284
+84
| +0.5% | +$4.82K | 0.13% | 85 |
|
|
2024
Q2 | $867K | Sell |
16,200
-120
| -0.7% | -$6.42K | 0.14% | 80 |
|
|
2024
Q1 | $842K | Buy |
16,320
+306
| +2% | +$15.8K | 0.14% | 79 |
|
|
2023
Q4 | $810K | Sell |
16,014
-649
| -4% | -$32.8K | 0.14% | 75 |
|
|
2023
Q3 | $793K | Sell |
16,663
-530
| -3% | -$25.2K | 0.15% | 68 |
|
|
2023
Q2 | $847K | Sell |
17,193
-13,188
| -43% | -$650K | 0.15% | 65 |
|
|
2023
Q1 | $1.48M | Sell |
30,381
-14,227
| -32% | -$694K | 0.25% | 51 |
|
|
2022
Q4 | $2.08M | Sell |
44,608
-12,411
| -22% | -$580K | 0.36% | 37 |
|
|
2022
Q3 | $2.45M | Sell |
57,019
-4,901
| -8% | -$211K | 0.46% | 26 |
|
|
2022
Q2 | $3.04M | Sell |
61,920
-100,782
| -62% | -$4.94M | 0.56% | 23 |
|
|
2022
Q1 | $9.04M | Sell |
162,702
-21,403
| -12% | -$1.19M | 1.62% | 13 |
|
|
2021
Q4 | $11M | Buy |
184,105
+8,851
| +5% | +$530K | 2.07% | 12 |
|
|
2021
Q3 | $10.8M | Sell |
175,254
-1,290
| -0.7% | -$79.7K | 2.24% | 11 |
|
|
2021
Q2 | $11.8M | Buy |
176,544
+245
| +0.1% | +$16.4K | 2.51% | 10 |
|
|
2021
Q1 | $11.3M | Sell |
176,299
-631
| -0.4% | -$40.6K | 2.69% | 8 |
|
|
2020
Q4 | $11M | Buy |
176,930
+1,390
| +0.8% | +$86.2K | 2.85% | 7 |
|
|
2020
Q3 | $9.27M | Sell |
175,540
-6,799
| -4% | -$359K | 2.59% | 8 |
|
|
2020
Q2 | $8.68M | Sell |
182,339
-34,683
| -16% | -$1.65M | 2.41% | 10 |
|
|
2020
Q1 | $8.78M | Sell |
217,022
-2,906
| -1% | -$118K | 2.91% | 8 |
|
|
2019
Q4 | $11.8M | Sell |
219,928
-8,837
| -4% | -$475K | 2.55% | 11 |
|
|
2019
Q3 | $11.2M | Sell |
228,765
-19,015
| -8% | -$932K | 2.52% | 11 |
|
|
2019
Q2 | $12.7M | Buy |
247,780
+273
| +0.1% | +$14K | 2.88% | 10 |
|
|
2019
Q1 | $12.8M | Sell |
247,507
-380
| -0.2% | -$19.7K | 3% | 9 |
|
|
2018
Q4 | $11.7M | Buy |
247,887
+65,606
| +36% | +$3.09M | 3.13% | 8 |
|
|
2018
Q3 | $9.44M | Sell |
182,281
-2,644
| -1% | -$137K | 2.32% | 9 |
|
|
2018
Q2 | $9.71M | Buy |
184,925
+10,052
| +6% | +$528K | 2.29% | 10 |
|
|
2018
Q1 | $10.2M | Buy |
174,873
+35,800
| +26% | +$2.09M | 2.59% | 9 |
|
|
2017
Q4 | $7.91M | Buy |
139,073
+1,268
| +0.9% | +$72.1K | 2.3% | 11 |
|
|
2017
Q3 | $7.44M | Buy |
137,805
+15,426
| +13% | +$833K | 2.4% | 11 |
|
|
2017
Q2 | $6.12M | Buy |
122,379
+20,515
| +20% | +$1.03M | 2.25% | 8 |
|
|
2017
Q1 | $4.87M | Buy |
101,864
+86,614
| +568% | +$4.14M | 1.94% | 9 |
|
|
2016
Q4 | $647K | Buy |
+15,250
| New | +$647K | 0.36% | 64 |
|