My Personal CFO LLC’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
$341K Buy
5,682
+14
+0.2% +$840 0.16% 71
2025
Q1
$306K Hold
5,668
0.15% 73
2024
Q4
$296K Buy
5,668
+25
+0.4% +$1.31K 0.15% 75
2024
Q3
$324K Sell
5,643
-288
-5% -$16.5K 0.18% 71
2024
Q2
$318K Sell
5,931
-915
-13% -$49K 0.17% 82
2024
Q1
$353K Hold
6,846
0.2% 72
2023
Q4
$346K Buy
6,846
+1,972
+40% +$99.7K 0.23% 73
2023
Q3
$232K Sell
4,874
-216
-4% -$10.3K 0.19% 77
2023
Q2
$251K Buy
5,090
+216
+4% +$10.6K 0.2% 75
2023
Q1
$238K Buy
4,874
+2,693
+123% +$131K 0.2% 67
2022
Q4
$213K Buy
+2,181
New +$213K 0.2% 65
2022
Q3
Sell
-4,558
Closed -$224K 62
2022
Q2
$224K Buy
4,558
+288
+7% +$14.2K 0.29% 53
2022
Q1
$237K Sell
4,270
-288
-6% -$16K 0.25% 54
2021
Q4
$273K Buy
+4,558
New +$273K 0.24% 51