Morling Financial Advisors’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 | $4.22M | Buy |
70,323
+597
| +0.9% | +$35.8K | 1.38% | 16 |
|
|
2025
Q1 | $3.76M | Sell |
69,726
-1,188
| -2% | -$64.1K | 1.3% | 16 |
|
|
2024
Q4 | $3.7M | Sell |
70,914
-870
| -1% | -$45.4K | 1.29% | 16 |
|
|
2024
Q3 | $4.12M | Sell |
71,784
-710
| -1% | -$40.8K | 1.57% | 15 |
|
|
2024
Q2 | $3.88M | Sell |
72,494
-675
| -0.9% | -$36.1K | 1.69% | 15 |
|
|
2024
Q1 | $3.78M | Buy |
73,169
+389
| +0.5% | +$20.1K | 2.16% | 13 |
|
|
2023
Q4 | $3.68M | Sell |
72,780
-2,235
| -3% | -$113K | 2.97% | 11 |
|
|
2023
Q3 | $3.57M | Sell |
75,015
-1,008
| -1% | -$48K | 3.54% | 11 |
|
|
2023
Q2 | $3.75M | Buy |
76,023
+164
| +0.2% | +$8.08K | 3.6% | 10 |
|
|
2023
Q1 | $3.7M | Sell |
75,859
-303
| -0.4% | -$14.8K | 3.99% | 10 |
|
|
2022
Q4 | $3.56M | Buy |
76,162
+1,126
| +2% | +$52.6K | 4.54% | 9 |
|
|
2022
Q3 | $3.23M | Sell |
75,036
-222
| -0.3% | -$9.54K | 4.39% | 9 |
|
|
2022
Q2 | $3.69M | Sell |
75,258
-8,323
| -10% | -$408K | 4.82% | 9 |
|
|
2022
Q1 | $4.64M | Buy |
83,581
+15,314
| +22% | +$851K | 5.87% | 6 |
|
|
2021
Q4 | $4.09M | Buy |
+68,267
| New | +$4.09M | 3.91% | 7 |
|