Madison Wealth Partners’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 | $954K | Sell |
15,887
-43
| -0.3% | -$2.58K | 0.21% | 56 |
|
2025
Q1 | $860K | Sell |
15,930
-909
| -5% | -$49.1K | 0.21% | 56 |
|
2024
Q4 | $879K | Sell |
16,839
-1,162
| -6% | -$60.7K | 0.25% | 52 |
|
2024
Q3 | $1.03M | Sell |
18,001
-27
| -0.1% | -$1.55K | 0.31% | 46 |
|
2024
Q2 | $965K | Sell |
18,028
-209
| -1% | -$11.2K | 0.33% | 40 |
|
2024
Q1 | $941K | Sell |
18,237
-461
| -2% | -$23.8K | 0.34% | 36 |
|
2023
Q4 | $946K | Sell |
18,698
-867
| -4% | -$43.9K | 0.38% | 34 |
|
2023
Q3 | $931K | Buy |
19,565
+17
| +0.1% | +$809 | 0.47% | 28 |
|
2023
Q2 | $964K | Buy |
19,548
+6,958
| +55% | +$343K | 0.45% | 27 |
|
2023
Q1 | $614K | Buy |
12,590
+1,046
| +9% | +$51K | 0.31% | 37 |
|
2022
Q4 | $539K | Buy |
11,544
+4,589
| +66% | +$214K | 0.31% | 37 |
|
2022
Q3 | $299K | Buy |
6,955
+2,203
| +46% | +$94.7K | 0.2% | 55 |
|
2022
Q2 | $233K | Sell |
4,752
-4,380
| -48% | -$215K | 0.15% | 66 |
|
2022
Q1 | $507K | Buy |
9,132
+3,982
| +77% | +$221K | 0.28% | 37 |
|
2021
Q4 | $308K | Buy |
5,150
+1,534
| +42% | +$91.7K | 0.15% | 51 |
|
2021
Q3 | $223K | Buy |
3,616
+158
| +5% | +$9.74K | 0.13% | 66 |
|
2021
Q2 | $232K | Sell |
3,458
-339
| -9% | -$22.7K | 0.13% | 57 |
|
2021
Q1 | $236K | Hold |
3,797
| – | – | 0.17% | 46 |
|
2020
Q4 | $235K | Buy |
+3,797
| New | +$235K | 0.16% | 47 |
|