Lutz Financial Services’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 | $5.22M | Sell |
86,981
-389
| -0.4% | -$23.4K | 0.41% | 42 |
|
|
2025
Q1 | $4.72M | Sell |
87,370
-1,667
| -2% | -$90K | 0.39% | 43 |
|
|
2024
Q4 | $4.65M | Buy |
89,037
+3,307
| +4% | +$173K | 0.38% | 47 |
|
|
2024
Q3 | $4.92M | Sell |
85,730
-1,656
| -2% | -$95.1K | 0.4% | 44 |
|
|
2024
Q2 | $4.68M | Sell |
87,386
-9,154
| -9% | -$490K | 0.41% | 42 |
|
|
2024
Q1 | $4.98M | Sell |
96,540
-762
| -0.8% | -$39.3K | 0.44% | 41 |
|
|
2023
Q4 | $4.92M | Buy |
97,302
+10,664
| +12% | +$539K | 0.46% | 42 |
|
|
2023
Q3 | $4.12M | Sell |
86,638
-1,461
| -2% | -$69.5K | 0.45% | 43 |
|
|
2023
Q2 | $4.34M | Sell |
88,099
-3,276
| -4% | -$161K | 0.47% | 42 |
|
|
2023
Q1 | $4.46M | Sell |
91,375
-1,990
| -2% | -$97.1K | 0.51% | 40 |
|
|
2022
Q4 | $4.36M | Sell |
93,365
-4,309
| -4% | -$201K | 0.54% | 41 |
|
|
2022
Q3 | $4.2M | Sell |
97,674
-38,903
| -28% | -$1.67M | 0.57% | 38 |
|
|
2022
Q2 | $6.7M | Buy |
136,577
+42,107
| +45% | +$2.07M | 0.89% | 31 |
|
|
2022
Q1 | $5.25M | Buy |
94,470
+85
| +0.1% | +$4.72K | 0.65% | 32 |
|
|
2021
Q4 | $5.65M | Sell |
94,385
-9,661
| -9% | -$578K | 0.69% | 32 |
|
|
2021
Q3 | $6.43M | Buy |
104,046
+9,884
| +10% | +$610K | 0.83% | 30 |
|
|
2021
Q2 | $6.31M | Sell |
94,162
-1,886
| -2% | -$126K | 0.84% | 30 |
|
|
2021
Q1 | $6.18M | Sell |
96,048
-3,477
| -3% | -$224K | 0.91% | 28 |
|
|
2020
Q4 | $6.18M | Sell |
99,525
-267
| -0.3% | -$16.6K | 1.01% | 28 |
|
|
2020
Q3 | $5.27M | Sell |
99,792
-1,084
| -1% | -$57.2K | 1.02% | 27 |
|
|
2020
Q2 | $4.8M | Sell |
100,876
-39,826
| -28% | -$1.9M | 0.98% | 27 |
|
|
2020
Q1 | $5.69M | Buy |
140,702
+21,478
| +18% | +$869K | 1.27% | 27 |
|
|
2019
Q4 | $6.41M | Buy |
119,224
+1,288
| +1% | +$69.2K | 1.14% | 23 |
|
|
2019
Q3 | $5.78M | Buy |
117,936
+6,561
| +6% | +$322K | 1.11% | 24 |
|
|
2019
Q2 | $5.73M | Buy |
111,375
+4,913
| +5% | +$253K | 1.12% | 22 |
|
|
2019
Q1 | $5.51M | Sell |
106,462
-3,865
| -4% | -$200K | 1.12% | 22 |
|
|
2018
Q4 | $5.2M | Buy |
+110,327
| New | +$5.2M | 1.16% | 25 |
|