Liberty Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.6M	Buy	266,950 +63,024	+31%	+$4.55M	2.33%	12
2025 Q4	$13.7M	Buy	203,926 +9,554	+5%	+$641K	1.77%	18
2025 Q3	$12.8M	Buy	194,372 +14,082	+8%	+$878K	1.8%	17
2025 Q2	$10.8M	Buy	180,290 +51,424	+40%	+$2.87M	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%	+$2.82M	0.66%	39
2024 Q3	$1.45M	Sell	25,252 -73,231	-74%	-$3.96M	0.25%	62
2024 Q2	$1.68M	Buy	98,483 +77,032	+359%	+$4.06M	0.31%	57
2024 Q1	$1.1M	Sell	21,451 -21,304	-50%	-$1.07M	0.22%	68
2023 Q4	$2.16M	Sell	42,755 -2,984	-7%	-$145K	0.46%	45
2023 Q3	$2.18M	Sell	45,739 -25,765	-36%	-$1.28M	0.54%	41
2023 Q2	$3.52M	Buy	71,504 +2,365	+3%	+$116K	0.87%	27
2023 Q1	$3.37M	Buy	+69,139	New	+$3.39M	0.7%	37
2021 Q4	–	Sell	-768	Closed	-$47K	–	599
2021 Q3	$47K	Buy	768 +60	+8%	+$3.82K	0.02%	439
2021 Q2	$47K	Buy	708 +83	+13%	+$5.47K	0.02%	333
2021 Q1	$41K	Hold	625	–	–	0.02%	314
2020 Q4	$41K	Sell	625 -398	-39%	-$22.9K	0.02%	311
2020 Q3	$54K	Sell	1,023 -521	-34%	-$27.3K	0.03%	218
2020 Q2	$73K	Sell	1,544 -23,600	-94%	-$1.05M	0.05%	179
2020 Q1	$1.02M	Sell	25,144 -22,117	-47%	-$1.09M	0.89%	23
2019 Q4	$2.54M	Buy	47,261 +23,875	+102%	+$1.23M	2%	10
2019 Q3	$1.15M	Buy	23,386 +7,130	+44%	+$354K	1.08%	16
2019 Q2	$836K	Buy	16,256 +8,564	+111%	+$438K	0.73%	23
2019 Q1	$397K	Buy	7,692 +1,130	+17%	+$57.2K	0.3%	48
2018 Q4	$309K	Buy	+6,562	New	+$317K	0.23%	61