Marcum 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
Q1 | $15.1M | Sell |
279,029
-16,160
| -5% | -$872K | 1.3% | 17 |
|
|
2024
Q4 | $15.4M | Sell |
295,189
-4,827
| -2% | -$252K | 1.34% | 16 |
|
|
2024
Q3 | $17.2M | Buy |
300,016
+703
| +0.2% | +$40.4K | 1.6% | 12 |
|
|
2024
Q2 | $16M | Sell |
299,313
-198
| -0.1% | -$10.6K | 1.61% | 12 |
|
|
2024
Q1 | $15.5M | Sell |
299,511
-4,691
| -2% | -$242K | 1.57% | 12 |
|
|
2023
Q4 | $15.4M | Sell |
304,202
-6,935
| -2% | -$351K | 1.64% | 13 |
|
|
2023
Q3 | $14.8M | Buy |
311,137
+9,682
| +3% | +$461K | 1.78% | 12 |
|
|
2023
Q2 | $14.9M | Buy |
301,455
+37,651
| +14% | +$1.86M | 1.74% | 11 |
|
|
2023
Q1 | $12.9M | Sell |
263,804
-3,511
| -1% | -$171K | 1.61% | 11 |
|
|
2022
Q4 | $12.5M | Buy |
267,315
+2,403
| +0.9% | +$112K | 1.66% | 11 |
|
|
2022
Q3 | $11.4M | Sell |
264,912
-115,304
| -30% | -$4.96M | 1.73% | 10 |
|
|
2022
Q2 | $18.7M | Buy |
380,216
+85,425
| +29% | +$4.19M | 2.79% | 9 |
|
|
2022
Q1 | $16.4M | Sell |
294,791
-3,842
| -1% | -$213K | 2.26% | 10 |
|
|
2021
Q4 | $17.9M | Buy |
298,633
+21,913
| +8% | +$1.31M | 2.49% | 10 |
|
|
2021
Q3 | $17.1M | Sell |
276,720
-1,847
| -0.7% | -$114K | 2.69% | 9 |
|
|
2021
Q2 | $18.7M | Sell |
278,567
-4,634
| -2% | -$310K | 3.03% | 9 |
|
|
2021
Q1 | $18.2M | Buy |
283,201
+45,718
| +19% | +$2.94M | 3% | 9 |
|
|
2020
Q4 | $14.7M | Sell |
237,483
-920
| -0.4% | -$57.1K | 3.46% | 10 |
|
|
2020
Q3 | $12.6M | Sell |
238,403
-4,938
| -2% | -$261K | 3.86% | 8 |
|
|
2020
Q2 | $11.6M | Sell |
243,341
-66,706
| -22% | -$3.18M | 3.56% | 6 |
|
|
2020
Q1 | $12.5M | Buy |
310,047
+88,794
| +40% | +$3.59M | 4.86% | 7 |
|
|
2019
Q4 | $11.9M | Buy |
+221,253
| New | +$11.9M | 4.46% | 6 |
|