Optivise Advisory Services’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
$484K Buy
8,057
+179
+2% +$10.7K 0.25% 96
2025
Q1
$425K Buy
7,878
+210
+3% +$11.3K 0.24% 91
2024
Q4
$400K Buy
7,668
+35
+0.5% +$1.83K 0.22% 104
2024
Q3
$438K Sell
7,633
-1,855
-20% -$106K 0.23% 90
2024
Q2
$508K Buy
+9,488
New +$508K 0.27% 80