Patriot Financial Group Insurance Agency’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 | $2.38M | Buy |
39,636
+18,045
| +84% | +$1.08M | 0.27% | 96 |
|
2025
Q1 | $1.17M | Sell |
21,591
-20,767
| -49% | -$1.12M | 0.16% | 163 |
|
2024
Q4 | $2.21M | Buy |
42,358
+52
| +0.1% | +$2.72K | 0.3% | 72 |
|
2024
Q3 | $2.43M | Sell |
42,306
-3,093
| -7% | -$178K | 0.33% | 68 |
|
2024
Q2 | $2.43M | Buy |
45,399
+8,048
| +22% | +$431K | 0.36% | 64 |
|
2024
Q1 | $1.93M | Buy |
37,351
+23,695
| +174% | +$1.22M | 0.31% | 71 |
|
2023
Q4 | $691K | Buy |
13,656
+1,250
| +10% | +$63.2K | 0.13% | 187 |
|
2023
Q3 | $590K | Sell |
12,406
-5,803
| -32% | -$276K | 0.12% | 198 |
|
2023
Q2 | $898K | Buy |
18,209
+917
| +5% | +$45.2K | 0.17% | 143 |
|
2023
Q1 | $844K | Buy |
17,292
+11,035
| +176% | +$538K | 0.17% | 139 |
|
2022
Q4 | $292K | Sell |
6,257
-52,195
| -89% | -$2.44M | 0.04% | 320 |
|
2022
Q3 | $2.51M | Sell |
58,452
-536
| -0.9% | -$23K | 0.61% | 33 |
|
2022
Q2 | $2.89M | Buy |
58,988
+220
| +0.4% | +$10.8K | 0.59% | 31 |
|
2022
Q1 | $3.27M | Buy |
58,768
+8,578
| +17% | +$477K | 0.58% | 29 |
|
2021
Q4 | $3M | Buy |
50,190
+8,538
| +20% | +$511K | 0.5% | 29 |
|
2021
Q3 | $2.57M | Buy |
41,652
+9,331
| +29% | +$576K | 0.46% | 33 |
|
2021
Q2 | $2.17M | Buy |
32,321
+24,854
| +333% | +$1.66M | 0.4% | 47 |
|
2021
Q1 | $481K | Buy |
7,467
+1,973
| +36% | +$127K | 0.11% | 194 |
|
2020
Q4 | $341K | Buy |
5,494
+220
| +4% | +$13.7K | 0.09% | 238 |
|
2020
Q3 | $278K | Sell |
5,274
-275
| -5% | -$14.5K | 0.09% | 213 |
|
2020
Q2 | $264K | Sell |
5,549
-4,138
| -43% | -$197K | 0.1% | 194 |
|
2020
Q1 | $392K | Sell |
9,687
-4,224
| -30% | -$171K | 0.18% | 118 |
|
2019
Q4 | $748K | Buy |
13,911
+2,027
| +17% | +$109K | 0.28% | 69 |
|
2019
Q3 | $583K | Buy |
11,884
+4,447
| +60% | +$218K | 0.26% | 72 |
|
2019
Q2 | $387K | Buy |
7,437
+5,348
| +256% | +$278K | 0.17% | 107 |
|
2019
Q1 | $108K | Sell |
2,089
-118
| -5% | -$6.1K | 0.06% | 258 |
|
2018
Q4 | $104K | Sell |
2,207
-746
| -25% | -$35.2K | 0.07% | 206 |
|
2018
Q3 | $153K | Buy |
2,953
+259
| +10% | +$13.4K | 0.09% | 146 |
|
2018
Q2 | $141K | Sell |
2,694
-8,852
| -77% | -$463K | 0.15% | 94 |
|
2018
Q1 | $662K | Buy |
11,546
+2,968
| +35% | +$170K | 0.49% | 47 |
|
2017
Q4 | $506K | Buy |
8,578
+2,061
| +32% | +$122K | 0.38% | 58 |
|
2017
Q3 | $358K | Buy |
6,517
+1,412
| +28% | +$77.6K | 0.32% | 64 |
|
2017
Q2 | $256K | Buy |
5,105
+1,460
| +40% | +$73.2K | 0.27% | 73 |
|
2017
Q1 | $175K | Buy |
3,645
+959
| +36% | +$46K | 0.18% | 97 |
|
2016
Q4 | $119K | Buy |
+2,686
| New | +$119K | 0.16% | 124 |
|