LFS
Legacy Financial Strategies’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,080
| Closed | -$201K | – | 77 |
|
|
2023
Q2 | $201K | Buy |
+4,080
| New | +$201K | 0.07% | 76 |
|
|
2022
Q3 | – | Sell |
-4,081
| Closed | -$200K | – | 64 |
|
|
2022
Q2 | $200K | Hold |
4,081
| – | – | 0.1% | 62 |
|
|
2022
Q1 | $227K | Hold |
4,081
| – | – | 0.1% | 62 |
|
|
2021
Q4 | $244K | Sell |
4,081
-2,127
| -34% | -$127K | 0.11% | 60 |
|
|
2021
Q3 | $383K | Sell |
6,208
-26
| -0.4% | -$1.6K | 0.18% | 49 |
|
|
2021
Q2 | $418K | Sell |
6,234
-187
| -3% | -$12.5K | 0.2% | 49 |
|
|
2021
Q1 | $413K | Sell |
6,421
-1,852
| -22% | -$119K | 0.22% | 49 |
|
|
2020
Q4 | $513K | Sell |
8,273
-490
| -6% | -$30.4K | 0.26% | 47 |
|
|
2020
Q3 | $463K | Sell |
8,763
-248
| -3% | -$13.1K | 0.27% | 48 |
|
|
2020
Q2 | $429K | Buy |
9,011
+1,942
| +27% | +$92.5K | 0.33% | 44 |
|
|
2020
Q1 | $286K | Sell |
7,069
-8,065
| -53% | -$326K | 0.27% | 48 |
|
|
2019
Q4 | $814K | Buy |
15,134
+41
| +0.3% | +$2.21K | 0.66% | 31 |
|
|
2019
Q3 | $779K | Sell |
15,093
-1,197
| -7% | -$61.8K | 0.69% | 26 |
|
|
2019
Q2 | $838K | Sell |
16,290
-368
| -2% | -$18.9K | 0.78% | 17 |
|
|
2019
Q1 | $861K | Sell |
16,658
-25,060
| -60% | -$1.3M | 0.74% | 13 |
|
|
2018
Q4 | $1.97M | Sell |
41,718
-2,514
| -6% | -$119K | 1.95% | 10 |
|
|
2018
Q3 | $2.12M | Buy |
44,232
+495
| +1% | +$23.7K | 2.16% | 9 |
|
|
2018
Q2 | $2.3M | Sell |
43,737
-3,615
| -8% | -$190K | 2.06% | 8 |
|
|
2018
Q1 | $2.77M | Buy |
47,352
+27
| +0.1% | +$1.58K | 2.7% | 9 |
|
|
2017
Q4 | $2.69M | Buy |
+47,325
| New | +$2.69M | 2.86% | 9 |
|