MorganRosel 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 | $788K | Buy |
13,125
+441
| +3% | +$26.5K | 0.21% | 69 |
|
|
2025
Q1 | $685K | Buy |
12,684
+160
| +1% | +$8.64K | 0.21% | 69 |
|
|
2024
Q4 | $654K | Sell |
12,524
-237
| -2% | -$12.4K | 0.21% | 76 |
|
|
2024
Q3 | $733K | Buy |
12,761
+216
| +2% | +$12.4K | 0.24% | 67 |
|
|
2024
Q2 | $672K | Buy |
12,545
+163
| +1% | +$8.73K | 0.24% | 71 |
|
|
2024
Q1 | $639K | Buy |
12,382
+312
| +3% | +$16.1K | 0.23% | 74 |
|
|
2023
Q4 | $611K | Buy |
12,070
+76
| +0.6% | +$3.84K | 0.24% | 68 |
|
|
2023
Q3 | $571K | Buy |
11,994
+606
| +5% | +$28.8K | 0.24% | 68 |
|
|
2023
Q2 | $561K | Buy |
11,388
+359
| +3% | +$17.7K | 0.23% | 70 |
|
|
2023
Q1 | $538K | Sell |
11,029
-1,315
| -11% | -$64.2K | 0.23% | 70 |
|
|
2022
Q4 | $576K | Sell |
12,344
-1,276
| -9% | -$59.6K | 0.27% | 69 |
|
|
2022
Q3 | $585K | Sell |
13,620
-2,091
| -13% | -$89.8K | 0.29% | 63 |
|
|
2022
Q2 | $771K | Buy |
15,711
+509
| +3% | +$25K | 0.41% | 48 |
|
|
2022
Q1 | $844K | Sell |
15,202
-1,791
| -11% | -$99.4K | 0.41% | 51 |
|
|
2021
Q4 | $1.02M | Buy |
16,993
+413
| +2% | +$24.7K | 0.49% | 38 |
|
|
2021
Q3 | $1.02M | Buy |
16,580
+3,728
| +29% | +$230K | 0.56% | 26 |
|
|
2021
Q2 | $861K | Buy |
12,852
+1,116
| +10% | +$74.8K | 0.48% | 42 |
|
|
2021
Q1 | $755K | Buy |
11,736
+478
| +4% | +$30.8K | 0.48% | 45 |
|
|
2020
Q4 | $698K | Buy |
11,258
+418
| +4% | +$25.9K | 0.49% | 39 |
|
|
2020
Q3 | $572K | Buy |
10,840
+748
| +7% | +$39.5K | 0.46% | 45 |
|
|
2020
Q2 | $480K | Buy |
10,092
+1,477
| +17% | +$70.3K | 0.44% | 49 |
|
|
2020
Q1 | $349K | Buy |
8,615
+686
| +9% | +$27.8K | 0.4% | 51 |
|
|
2019
Q4 | $426K | Buy |
7,929
+35
| +0.4% | +$1.88K | 0.32% | 58 |
|
|
2019
Q3 | $387K | Buy |
7,894
+1,057
| +15% | +$51.8K | 0.32% | 57 |
|
|
2019
Q2 | $352K | Buy |
6,837
+762
| +13% | +$39.2K | 0.29% | 54 |
|
|
2019
Q1 | $314K | Buy |
6,075
+349
| +6% | +$18K | 0.27% | 56 |
|
|
2018
Q4 | $270K | Buy |
+5,726
| New | +$270K | 0.28% | 56 |
|