Meridian 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 | $998K | Sell |
16,631
-5,972
| -26% | -$358K | 0.04% | 307 |
|
|
2025
Q1 | $1.22M | Sell |
22,603
-319
| -1% | -$17.2K | 0.06% | 251 |
|
|
2024
Q4 | $1.2M | Buy |
22,922
+1,293
| +6% | +$67.5K | 0.06% | 256 |
|
|
2024
Q3 | $1.24M | Buy |
21,629
+1,526
| +8% | +$87.6K | 0.06% | 244 |
|
|
2024
Q2 | $1.08M | Buy |
+20,103
| New | +$1.08M | 0.13% | 110 |
|
|
2024
Q1 | – | Sell |
-20,702
| Closed | -$1.05M | – | 343 |
|
|
2023
Q4 | $1.05M | Buy |
20,702
+9,593
| +86% | +$485K | 0.07% | 251 |
|
|
2023
Q3 | $529K | Sell |
11,109
-780
| -7% | -$37.1K | 0.03% | 352 |
|
|
2023
Q2 | $586K | Buy |
11,889
+1,154
| +11% | +$56.9K | 0.05% | 298 |
|
|
2023
Q1 | $524K | Buy |
10,735
+4,956
| +86% | +$242K | 0.05% | 306 |
|
|
2022
Q4 | $270K | Sell |
5,779
-247
| -4% | -$11.5K | 0.03% | 438 |
|
|
2022
Q3 | $259K | Sell |
6,026
-4,992
| -45% | -$215K | 0.03% | 394 |
|
|
2022
Q2 | $541K | Buy |
+11,018
| New | +$541K | 0.04% | 332 |
|
|
2022
Q1 | – | Sell |
-5,180
| Closed | -$310K | – | 414 |
|
|
2021
Q4 | $310K | Sell |
5,180
-542
| -9% | -$32.4K | 0.03% | 310 |
|
|
2021
Q3 | $353K | Sell |
5,722
-874
| -13% | -$53.9K | 0.04% | 281 |
|
|
2021
Q2 | $442K | Sell |
6,596
-552
| -8% | -$37K | 0.06% | 247 |
|
|
2021
Q1 | $460K | Buy |
7,148
+3,631
| +103% | +$234K | 0.07% | 222 |
|
|
2020
Q4 | $218K | Buy |
+3,517
| New | +$218K | 0.03% | 306 |
|
|
2020
Q1 | – | Sell |
-7,508
| Closed | -$403K | – | 222 |
|
|
2019
Q4 | $403K | Buy |
7,508
+24
| +0.3% | +$1.29K | 0.19% | 111 |
|
|
2019
Q3 | $367K | Buy |
7,484
+270
| +4% | +$13.2K | 0.17% | 123 |
|
|
2019
Q2 | $3.71K | Buy |
7,214
+106
| +1% | +$55 | 0.15% | 120 |
|
|
2019
Q1 | $368K | Buy |
7,108
+857
| +14% | +$44.4K | 0.17% | 111 |
|
|
2018
Q4 | $295K | Sell |
6,251
-115
| -2% | -$5.43K | 0.17% | 116 |
|
|
2018
Q3 | $330K | Buy |
+6,366
| New | +$330K | 0.14% | 124 |
|