Patton Albertson Miller Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.33M	Sell	19,090 -303	-2%	-$21.9K	0.16%	105
2025 Q4	$1.3M	Buy	19,393 +882	+5%	+$59.2K	0.15%	107
2025 Q3	$1.22M	Sell	18,511 -1,004	-5%	-$62.6K	0.15%	106
2025 Q2	$1.17M	Sell	19,515 -17,906	-48%	-$999K	0.15%	106
2025 Q1	$2.02M	Sell	37,421 -4,500	-11%	-$242K	0.3%	86
2024 Q4	$2.19M	Buy	+41,921	New	+$2.32M	0.29%	82
2024 Q2	–	Sell	-8,017	Closed	-$414K	–	209
2024 Q1	$414K	Sell	8,017 -45,156	-85%	-$2.26M	0.06%	153
2023 Q4	$2.69M	Buy	53,173 +13,276	+33%	+$643K	0.45%	79
2023 Q3	$1.9M	Sell	39,897 -1,109	-3%	-$54.9K	0.37%	83
2023 Q2	$2.02M	Sell	41,006 -9,900	-19%	-$484K	0.39%	83
2023 Q1	$2.48M	Sell	50,906 -31,820	-38%	-$1.56M	0.46%	82
2022 Q4	$3.86M	Buy	+82,726	New	+$3.76M	0.71%	51
2022 Q2	–	Sell	-8,613	Closed	-$478K	–	235
2022 Q1	$478K	Sell	8,613 -14,441	-63%	-$834K	0.08%	171
2021 Q4	$1.38M	Buy	+23,054	New	+$1.42M	0.22%	114
2018 Q4	–	Sell	-2,864	Closed	-$133K	–	188
2018 Q3	$133K	Buy	+2,864	New	+$149K	0.07%	127
2018 Q2	–	Sell	-4,101	Closed	-$239K	–	121
2018 Q1	$239K	Sell	4,101 -3,061	-43%	-$181K	0.11%	108
2017 Q4	$408K	Sell	7,162 -3,115	-30%	-$174K	0.17%	101
2017 Q3	$567K	Sell	10,277 -786	-7%	-$41.7K	0.25%	93
2017 Q2	$587K	Buy	11,063 +4,682	+73%	+$231K	0.26%	91
2017 Q1	$315K	Buy	+6,381	New	+$294K	0.13%	114