Live Oak Private Wealth’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
$471K Sell
7,844
-572
-7% -$34.3K 0.07% 132
2025
Q1
$454K Buy
8,416
+574
+7% +$31K 0.07% 131
2024
Q4
$410K Buy
7,842
+15
+0.2% +$783 0.07% 133
2024
Q3
$449K Buy
7,827
+251
+3% +$14.4K 0.07% 123
2024
Q2
$406K Buy
7,576
+653
+9% +$35K 0.07% 124
2024
Q1
$357K Buy
6,923
+733
+12% +$37.8K 0.06% 127
2023
Q4
$313K Sell
6,190
-553
-8% -$28K 0.06% 128
2023
Q3
$321K Buy
6,743
+380
+6% +$18.1K 0.07% 118
2023
Q2
$314K Buy
6,363
+1,558
+32% +$76.8K 0.06% 124
2023
Q1
$234K Sell
4,805
-136
-3% -$6.64K 0.05% 141
2022
Q4
$231K Buy
+4,941
New +$231K 0.05% 152
2022
Q2
Sell
-4,545
Closed -$252K 176
2022
Q1
$252K Buy
4,545
+519
+13% +$28.8K 0.05% 154
2021
Q4
$241K Sell
4,026
-6
-0.1% -$359 0.05% 163
2021
Q3
$249K Buy
4,032
+209
+5% +$12.9K 0.05% 159
2021
Q2
$256K Buy
+3,823
New +$256K 0.06% 145