Mount Yale Investment 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 | $3.75M | Buy |
62,386
+26,677
| +75% | +$1.6M | 0.29% | 68 |
|
|
2025
Q1 | $1.93M | Sell |
35,709
-7,988
| -18% | -$431K | 0.17% | 121 |
|
|
2024
Q4 | $2.28M | Buy |
43,697
+15,147
| +53% | +$791K | 0.18% | 110 |
|
|
2024
Q3 | $1.64M | Sell |
28,550
-13,800
| -33% | -$792K | 0.16% | 140 |
|
|
2024
Q2 | $2.27M | Buy |
42,350
+18,268
| +76% | +$978K | 0.18% | 110 |
|
|
2024
Q1 | $127K | Sell |
24,082
-109,979
| -82% | -$578K | 0.01% | 525 |
|
|
2023
Q4 | $6.78M | Buy |
134,061
+90,330
| +207% | +$4.57M | 0.64% | 19 |
|
|
2023
Q3 | $2.08M | Sell |
43,731
-20,415
| -32% | -$972K | 0.23% | 100 |
|
|
2023
Q2 | $3.16M | Buy |
64,146
+5,667
| +10% | +$279K | 0.33% | 70 |
|
|
2023
Q1 | $2.85M | Sell |
58,479
-88,473
| -60% | -$4.32M | 0.32% | 73 |
|
|
2022
Q4 | $6.86M | Buy |
146,952
+139,062
| +1,763% | +$6.49M | 0.78% | 22 |
|
|
2022
Q3 | $339K | Buy |
7,890
+290
| +4% | +$12.5K | 0.05% | 317 |
|
|
2022
Q2 | $373K | Buy |
7,600
+1,356
| +22% | +$66.6K | 0.05% | 317 |
|
|
2022
Q1 | $347K | Sell |
6,244
-3,772
| -38% | -$210K | 0.04% | 346 |
|
|
2021
Q4 | $600K | Buy |
10,016
+2,471
| +33% | +$148K | 0.06% | 266 |
|
|
2021
Q3 | $466K | Buy |
7,545
+2,401
| +47% | +$148K | 0.05% | 297 |
|
|
2021
Q2 | $345K | Sell |
5,144
-216
| -4% | -$14.5K | 0.04% | 299 |
|
|
2021
Q1 | $345K | Buy |
5,360
+35
| +0.7% | +$2.25K | 0.05% | 293 |
|
|
2020
Q4 | $330K | Sell |
5,325
-198
| -4% | -$12.3K | 0.05% | 288 |
|
|
2020
Q3 | $292K | Sell |
5,523
-6
| -0.1% | -$317 | 0.04% | 280 |
|
|
2020
Q2 | $263K | Sell |
5,529
-6,438
| -54% | -$306K | 0.05% | 274 |
|
|
2020
Q1 | $484K | Buy |
11,967
+462
| +4% | +$18.7K | 0.11% | 173 |
|
|
2019
Q4 | $582K | Buy |
11,505
+1,982
| +21% | +$100K | 0.1% | 170 |
|
|
2019
Q3 | $493K | Buy |
9,523
+2,538
| +36% | +$131K | 0.09% | 189 |
|
|
2019
Q2 | $334K | Buy |
6,985
+50
| +0.7% | +$2.39K | 0.06% | 250 |
|
|
2019
Q1 | $359K | Hold |
6,935
| – | – | 0.07% | 234 |
|
|
2018
Q4 | $350K | Buy |
6,935
+3,197
| +86% | +$161K | 0.07% | 234 |
|
|
2018
Q3 | $187K | Sell |
3,738
-24
| -0.6% | -$1.2K | 0.03% | 305 |
|
|
2018
Q2 | $198K | Buy |
3,762
+1,690
| +82% | +$88.9K | 0.04% | 306 |
|
|
2018
Q1 | $121K | Buy |
+2,072
| New | +$121K | 0.03% | 394 |
|