LifePlan Investment 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 | $3.92M | Buy |
65,360
+20,535
| +46% | +$1.23M | 1.95% | 18 |
|
|
2025
Q1 | $2.42M | Buy |
44,825
+5,948
| +15% | +$321K | 1.39% | 29 |
|
|
2024
Q4 | $2.03M | Buy |
38,877
+18,538
| +91% | +$968K | 1.26% | 30 |
|
|
2024
Q3 | $1.17M | Sell |
20,339
-1,389
| -6% | -$79.7K | 0.75% | 36 |
|
|
2024
Q2 | $1.16M | Sell |
21,728
-962
| -4% | -$51.5K | 0.84% | 34 |
|
|
2024
Q1 | $1.17M | Sell |
22,690
-6,477
| -22% | -$334K | 0.93% | 31 |
|
|
2023
Q4 | $1.48M | Buy |
29,167
+5,937
| +26% | +$300K | 1.35% | 23 |
|
|
2023
Q3 | $1.11M | Buy |
23,230
+878
| +4% | +$41.8K | 1.18% | 25 |
|
|
2023
Q2 | $1.1M | Buy |
+22,352
| New | +$1.1M | 1.23% | 23 |
|