Monterey Private 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 | $3.92M | Buy |
72,668
+2,188
| +3% | +$118K | 1.16% | 18 |
|
|
2024
Q4 | $3.68M | Buy |
70,480
+6,717
| +11% | +$351K | 1.21% | 17 |
|
|
2024
Q3 | $3.66M | Buy |
63,763
+6,231
| +11% | +$358K | 1.25% | 16 |
|
|
2024
Q2 | $3.08M | Buy |
57,532
+44,776
| +351% | +$2.4M | 1.15% | 20 |
|
|
2024
Q1 | $658K | Buy |
+12,756
| New | +$658K | 0.26% | 47 |
|
|
2022
Q2 | – | Sell |
-5,347
| Closed | -$302K | – | 112 |
|
|
2022
Q1 | $302K | Buy |
+5,347
| New | +$302K | 0.15% | 83 |
|