OneDigital 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 | $19M | Sell |
316,214
-38,370
| -11% | -$2.3M | 0.21% | 98 |
|
|
2025
Q1 | $19.1M | Buy |
354,584
+50,668
| +17% | +$2.73M | 0.23% | 93 |
|
|
2024
Q4 | $15.9M | Sell |
303,916
-52,122
| -15% | -$2.72M | 0.18% | 104 |
|
|
2024
Q3 | $20.4M | Sell |
356,038
-12,337
| -3% | -$708K | 0.23% | 85 |
|
|
2024
Q2 | $19.7M | Sell |
368,375
-8,764
| -2% | -$469K | 0.25% | 80 |
|
|
2024
Q1 | $19.5M | Buy |
377,139
+39,967
| +12% | +$2.06M | 0.31% | 71 |
|
|
2023
Q4 | $17.1M | Buy |
337,172
+15,050
| +5% | +$761K | 0.3% | 73 |
|
|
2023
Q3 | $15.3M | Buy |
322,122
+148,361
| +85% | +$7.06M | 0.33% | 68 |
|
|
2023
Q2 | $8.56M | Buy |
173,761
+22,621
| +15% | +$1.11M | 0.19% | 103 |
|
|
2023
Q1 | $7.37M | Buy |
151,140
+26,162
| +21% | +$1.28M | 0.17% | 109 |
|
|
2022
Q4 | $5.84M | Buy |
124,978
+46,833
| +60% | +$2.19M | 0.17% | 117 |
|
|
2022
Q3 | $3.36M | Buy |
78,145
+23,192
| +42% | +$997K | 0.12% | 117 |
|
|
2022
Q2 | $2.7M | Buy |
54,953
+28,580
| +108% | +$1.4M | 0.12% | 128 |
|
|
2022
Q1 | $1.47M | Buy |
26,373
+2,564
| +11% | +$142K | 0.06% | 204 |
|
|
2021
Q4 | $1.43M | Sell |
23,809
-2,093
| -8% | -$125K | 0.05% | 214 |
|
|
2021
Q3 | $1.6M | Buy |
25,902
+3,183
| +14% | +$197K | 0.06% | 187 |
|
|
2021
Q2 | $1.52M | Buy |
22,719
+15,155
| +200% | +$1.02M | 0.06% | 197 |
|
|
2021
Q1 | $487K | Buy |
7,564
+729
| +11% | +$46.9K | 0.02% | 383 |
|
|
2020
Q4 | $424K | Buy |
6,835
+742
| +12% | +$46K | 0.02% | 384 |
|
|
2020
Q3 | $322K | Sell |
6,093
-981
| -14% | -$51.8K | 0.02% | 405 |
|
|
2020
Q2 | $337K | Sell |
7,074
-5,976
| -46% | -$285K | 0.02% | 408 |
|
|
2020
Q1 | $528K | Sell |
13,050
-1,145
| -8% | -$46.3K | 0.05% | 263 |
|
|
2019
Q4 | $763K | Buy |
14,195
+2,875
| +25% | +$155K | 0.06% | 228 |
|
|
2019
Q3 | $555K | Sell |
11,320
-2,730
| -19% | -$134K | 0.05% | 256 |
|
|
2019
Q2 | $722K | Buy |
14,050
+7,608
| +118% | +$391K | 0.06% | 200 |
|
|
2019
Q1 | $333K | Sell |
6,442
-3,822
| -37% | -$198K | 0.05% | 215 |
|
|
2018
Q4 | $484K | Sell |
10,264
-2,078
| -17% | -$98K | 0.08% | 162 |
|
|
2018
Q3 | $639K | Buy |
12,342
+6,291
| +104% | +$326K | 0.15% | 89 |
|
|
2018
Q2 | $318K | Sell |
6,051
-2,785
| -32% | -$146K | 0.07% | 161 |
|
|
2018
Q1 | $516K | Buy |
8,836
+8,130
| +1,152% | +$475K | 0.11% | 119 |
|
|
2017
Q4 | $40K | Buy |
706
+420
| +147% | +$23.8K | ﹤0.01% | 575 |
|
|
2017
Q3 | $15K | Buy |
286
+100
| +54% | +$5.25K | 0.01% | 727 |
|
|
2017
Q2 | $9K | Buy |
+186
| New | +$9K | ﹤0.01% | 960 |
|