National Wealth Management Group’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 | $740K | Sell |
13,714
-610
| -4% | -$32.9K | 0.49% | 50 |
|
|
2024
Q4 | $748K | Buy |
14,324
+345
| +2% | +$18K | 0.5% | 45 |
|
|
2024
Q3 | $803K | Buy |
13,979
+978
| +8% | +$56.1K | 0.54% | 43 |
|
|
2024
Q2 | $696K | Buy |
13,001
+129
| +1% | +$6.91K | 0.53% | 46 |
|
|
2024
Q1 | $664K | Sell |
12,872
-153
| -1% | -$7.9K | 0.52% | 43 |
|
|
2023
Q4 | $659K | Buy |
13,025
+399
| +3% | +$20.2K | 0.64% | 42 |
|
|
2023
Q3 | $601K | Buy |
12,626
+120
| +1% | +$5.71K | 0.65% | 42 |
|
|
2023
Q2 | $626K | Sell |
12,506
-817
| -6% | -$40.9K | 0.65% | 45 |
|
|
2023
Q1 | $638K | Buy |
13,323
+6,997
| +111% | +$335K | 0.73% | 36 |
|
|
2022
Q4 | $295K | Buy |
6,326
+764
| +14% | +$35.7K | 0.35% | 93 |
|
|
2022
Q3 | $239K | Buy |
5,562
+1,075
| +24% | +$46.2K | 0.31% | 105 |
|
|
2022
Q2 | $220K | Sell |
4,487
-54
| -1% | -$2.65K | 0.28% | 98 |
|
|
2022
Q1 | $252K | Sell |
4,541
-473
| -9% | -$26.3K | 0.24% | 94 |
|
|
2021
Q4 | $300K | Buy |
+5,014
| New | +$300K | 0.28% | 87 |
|