Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $341K | Buy |
6,528
+1,767
| +37% | +$92.3K | 0.01% | 158 |
|
|
2024
Q3 | $273K | Sell |
4,761
-910
| -16% | -$52.2K | 0.01% | 182 |
|
|
2024
Q2 | $304K | Buy |
5,671
+915
| +19% | +$49K | 0.01% | 172 |
|
|
2024
Q1 | $245K | Buy |
+4,756
| New | +$245K | 0.01% | 178 |
|
|
2022
Q1 | – | Sell |
-5,489
| Closed | -$329K | – | 211 |
|
|
2021
Q4 | $329K | Sell |
5,489
-300
| -5% | -$18K | 0.02% | 167 |
|
|
2021
Q3 | $358K | Sell |
5,789
-37,370
| -87% | -$2.31M | 0.03% | 156 |
|
|
2021
Q2 | $2.89M | Sell |
43,159
-10,444
| -19% | -$700K | 0.25% | 59 |
|
|
2021
Q1 | $3.45M | Buy |
53,603
+634
| +1% | +$40.8K | 0.39% | 48 |
|
|
2020
Q4 | $3.29M | Sell |
52,969
-1,201
| -2% | -$74.5K | 0.35% | 55 |
|
|
2020
Q3 | $2.86M | Sell |
54,170
-452
| -0.8% | -$23.9K | 0.43% | 48 |
|
|
2020
Q2 | $2.6M | Buy |
+54,622
| New | +$2.6M | 0.41% | 48 |
|
|
2018
Q4 | – | Sell |
-5,380
| Closed | -$279K | – | 190 |
|
|
2018
Q3 | $279K | Buy |
+5,380
| New | +$279K | 0.06% | 146 |
|
|
2018
Q2 | – | Sell |
-4,205
| Closed | -$246K | – | 187 |
|
|
2018
Q1 | $246K | Buy |
+4,205
| New | +$246K | 0.06% | 164 |
|
|
2017
Q3 | – | Sell |
-6,595
| Closed | -$330K | – | 162 |
|
|
2017
Q2 | $330K | Buy |
+6,595
| New | +$330K | 0.09% | 93 |
|