Liberty Wealth Management’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 | $10.8M | Buy |
180,290
+51,424
| +40% | +$3.09M | 1.7% | 17 |
|
|
2025
Q1 | $6.95M | Buy |
128,866
+52,690
| +69% | +$2.84M | 1.33% | 22 |
|
|
2024
Q4 | $3.98M | Buy |
76,176
+50,924
| +202% | +$2.66M | 0.66% | 39 |
|
|
2024
Q3 | $1.45M | Sell |
25,252
-73,231
| -74% | -$4.21M | 0.25% | 62 |
|
|
2024
Q2 | $1.68M | Buy |
98,483
+77,032
| +359% | +$1.31M | 0.31% | 57 |
|
|
2024
Q1 | $1.1M | Sell |
21,451
-21,304
| -50% | -$1.1M | 0.22% | 68 |
|
|
2023
Q4 | $2.16M | Sell |
42,755
-2,984
| -7% | -$151K | 0.46% | 45 |
|
|
2023
Q3 | $2.18M | Sell |
45,739
-25,765
| -36% | -$1.23M | 0.54% | 41 |
|
|
2023
Q2 | $3.52M | Buy |
71,504
+2,365
| +3% | +$117K | 0.87% | 27 |
|
|
2023
Q1 | $3.37M | Buy |
+69,139
| New | +$3.37M | 0.7% | 37 |
|
|
2021
Q4 | – | Sell |
-768
| Closed | -$47K | – | 599 |
|
|
2021
Q3 | $47K | Buy |
768
+60
| +8% | +$3.67K | 0.02% | 439 |
|
|
2021
Q2 | $47K | Buy |
708
+83
| +13% | +$5.51K | 0.02% | 333 |
|
|
2021
Q1 | $41K | Hold |
625
| – | – | 0.02% | 314 |
|
|
2020
Q4 | $41K | Sell |
625
-398
| -39% | -$26.1K | 0.02% | 311 |
|
|
2020
Q3 | $54K | Sell |
1,023
-521
| -34% | -$27.5K | 0.03% | 218 |
|
|
2020
Q2 | $73K | Sell |
1,544
-23,600
| -94% | -$1.12M | 0.05% | 179 |
|
|
2020
Q1 | $1.02M | Sell |
25,144
-22,117
| -47% | -$898K | 0.89% | 23 |
|
|
2019
Q4 | $2.54M | Buy |
47,261
+23,875
| +102% | +$1.28M | 2% | 10 |
|
|
2019
Q3 | $1.15M | Buy |
23,386
+7,130
| +44% | +$349K | 1.08% | 16 |
|
|
2019
Q2 | $836K | Buy |
16,256
+8,564
| +111% | +$440K | 0.73% | 23 |
|
|
2019
Q1 | $397K | Buy |
7,692
+1,130
| +17% | +$58.3K | 0.3% | 48 |
|
|
2018
Q4 | $309K | Buy |
+6,562
| New | +$309K | 0.23% | 61 |
|