Marietta Wealth Management’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 | $22M | Buy |
366,452
+9,701
| +3% | +$582K | 2.87% | 6 |
|
|
2025
Q1 | $19.3M | Buy |
356,751
+47,113
| +15% | +$2.54M | 2.83% | 4 |
|
|
2024
Q4 | $16.2M | Buy |
+309,638
| New | +$16.2M | 2.32% | 9 |
|
|
2023
Q1 | – | Sell |
-5,682
| Closed | -$265K | – | 109 |
|
|
2022
Q4 | $265K | Sell |
5,682
-138,793
| -96% | -$6.48M | 0.06% | 103 |
|
|
2022
Q3 | $6.21M | Buy |
144,475
+21,434
| +17% | +$921K | 1.55% | 20 |
|
|
2022
Q2 | $6.04M | Sell |
123,041
-7,047
| -5% | -$346K | 1.46% | 22 |
|
|
2022
Q1 | $7.23M | Buy |
130,088
+3,101
| +2% | +$172K | 1.51% | 21 |
|
|
2021
Q4 | $7.6M | Sell |
126,987
-19,993
| -14% | -$1.2M | 1.53% | 21 |
|
|
2021
Q3 | $9.08M | Buy |
146,980
+17,543
| +14% | +$1.08M | 1.98% | 11 |
|
|
2021
Q2 | $8.67M | Buy |
129,437
+10,252
| +9% | +$687K | 1.96% | 11 |
|
|
2021
Q1 | $7.67M | Buy |
119,185
+7,280
| +7% | +$469K | 1.91% | 11 |
|
|
2020
Q4 | $6.94M | Buy |
111,905
+7,522
| +7% | +$467K | 1.91% | 12 |
|
|
2020
Q3 | $5.51M | Buy |
104,383
+12,655
| +14% | +$668K | 1.72% | 14 |
|
|
2020
Q2 | $4.37M | Sell |
91,728
-36,672
| -29% | -$1.75M | 1.49% | 20 |
|
|
2020
Q1 | $5.2M | Sell |
128,400
-155
| -0.1% | -$6.27K | 2.02% | 10 |
|
|
2019
Q4 | $6.91M | Buy |
128,555
+7,909
| +7% | +$425K | 2.28% | 9 |
|
|
2019
Q3 | $5.91M | Buy |
120,646
+23,386
| +24% | +$1.15M | 2.16% | 9 |
|
|
2019
Q2 | $5M | Buy |
97,260
+2,701
| +3% | +$139K | 1.95% | 11 |
|
|
2019
Q1 | $4.89M | Buy |
94,559
+49,373
| +109% | +$2.55M | 2.01% | 11 |
|
|
2018
Q4 | $2.13M | Buy |
45,186
+141
| +0.3% | +$6.65K | 1.02% | 44 |
|
|
2018
Q3 | $2.33M | Buy |
45,045
+18,253
| +68% | +$945K | 1.03% | 36 |
|
|
2018
Q2 | $1.41M | Buy |
+26,792
| New | +$1.41M | 0.69% | 61 |
|