Oxford Financial 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
Q2 | $164K | Buy |
2,730
+186
| +7% | +$11.2K | 0.01% | 212 |
|
|
2025
Q1 | $137K | Sell |
2,544
-390
| -13% | -$21K | 0.01% | 217 |
|
|
2024
Q4 | $153K | Sell |
2,934
-1,098
| -27% | -$57.3K | 0.01% | 250 |
|
|
2024
Q3 | $231K | Sell |
4,032
-400
| -9% | -$23K | 0.01% | 224 |
|
|
2024
Q2 | $237K | Sell |
4,432
-286
| -6% | -$15.3K | 0.02% | 239 |
|
|
2024
Q1 | $243K | Hold |
4,718
| – | – | 0.02% | 206 |
|
|
2023
Q4 | $239K | Hold |
4,718
| – | – | 0.02% | 207 |
|
|
2023
Q3 | $225K | Sell |
4,718
-134
| -3% | -$6.38K | 0.02% | 200 |
|
|
2023
Q2 | $239K | Sell |
4,852
-445
| -8% | -$21.9K | 0.02% | 205 |
|
|
2023
Q1 | $258K | Hold |
5,297
| – | – | 0.03% | 166 |
|
|
2022
Q4 | $247K | Sell |
5,297
-2,163
| -29% | -$101K | 0.03% | 174 |
|
|
2022
Q3 | $321K | Buy |
7,460
+158
| +2% | +$6.8K | 0.05% | 130 |
|
|
2022
Q2 | $358K | Buy |
7,302
+2,540
| +53% | +$125K | 0.05% | 133 |
|
|
2022
Q1 | $265K | Sell |
4,762
-342
| -7% | -$19K | 0.03% | 167 |
|
|
2021
Q4 | $306K | Buy |
5,104
+2,132
| +72% | +$128K | 0.03% | 160 |
|
|
2021
Q3 | $184K | Buy |
2,972
+476
| +19% | +$29.5K | 0.02% | 182 |
|
|
2021
Q2 | $167K | Buy |
2,496
+332
| +15% | +$22.2K | 0.02% | 176 |
|
|
2021
Q1 | $139K | Buy |
2,164
+5
| +0.2% | +$321 | 0.02% | 175 |
|
|
2020
Q4 | $134K | Buy |
2,159
+5
| +0.2% | +$310 | 0.02% | 172 |
|
|
2020
Q3 | $114K | Buy |
2,154
+1,886
| +704% | +$99.8K | 0.02% | 162 |
|
|
2020
Q2 | $13K | Sell |
268
-17,909
| -99% | -$869K | ﹤0.01% | 183 |
|
|
2020
Q1 | $736K | Sell |
18,177
-104,060
| -85% | -$4.21M | 0.15% | 62 |
|
|
2019
Q4 | $6.57M | Buy |
122,237
+18,177
| +17% | +$977K | 1.82% | 12 |
|
|
2019
Q3 | $5.1M | Hold |
104,060
| – | – | 1.61% | 11 |
|
|
2019
Q2 | $5.35M | Hold |
104,060
| – | – | 1.76% | 11 |
|
|
2019
Q1 | $5.38M | Buy |
+104,060
| New | +$5.38M | 1.92% | 10 |
|