PP
PDS Planning’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
204,365
+5,007
| +3% | +$301K | 0.91% | 25 |
|
|
2025
Q1 | $10.8M | Sell |
199,358
-1,722
| -0.9% | -$92.9K | 0.91% | 25 |
|
|
2024
Q4 | $10.5M | Sell |
201,080
-132
| -0.1% | -$6.89K | 0.93% | 24 |
|
|
2024
Q3 | $11.6M | Sell |
201,212
-7,430
| -4% | -$427K | 1.04% | 21 |
|
|
2024
Q2 | $11.2M | Buy |
208,642
+5,251
| +3% | +$281K | 1.13% | 18 |
|
|
2024
Q1 | $10.5M | Sell |
203,391
-3,441
| -2% | -$178K | 1.1% | 21 |
|
|
2023
Q4 | $10.5M | Buy |
206,832
+13,682
| +7% | +$692K | 1.19% | 20 |
|
|
2023
Q3 | $9.19M | Buy |
193,150
+13,180
| +7% | +$627K | 1.19% | 18 |
|
|
2023
Q2 | $8.87M | Buy |
179,970
+3,828
| +2% | +$189K | 1.13% | 18 |
|
|
2023
Q1 | $8.59M | Buy |
176,142
+996
| +0.6% | +$48.6K | 1.18% | 19 |
|
|
2022
Q4 | $8.18M | Buy |
175,146
+112,530
| +180% | +$5.26M | 1.31% | 18 |
|
|
2022
Q3 | $2.69M | Sell |
62,616
-47,678
| -43% | -$2.05M | 0.49% | 35 |
|
|
2022
Q2 | $5.41M | Buy |
110,294
+29,946
| +37% | +$1.47M | 0.98% | 24 |
|
|
2022
Q1 | $4.46M | Buy |
80,348
+17,424
| +28% | +$968K | 0.79% | 26 |
|
|
2021
Q4 | $3.77M | Sell |
62,924
-1,289
| -2% | -$77.2K | 0.72% | 33 |
|
|
2021
Q3 | $3.97M | Buy |
64,213
+462
| +0.7% | +$28.5K | 0.92% | 25 |
|
|
2021
Q2 | $4.27M | Sell |
63,751
-2,726
| -4% | -$183K | 1.04% | 23 |
|
|
2021
Q1 | $4.28M | Buy |
66,477
+2,020
| +3% | +$130K | 1.24% | 19 |
|
|
2020
Q4 | $4M | Buy |
64,457
+3,850
| +6% | +$239K | 1.37% | 19 |
|
|
2020
Q3 | $3.2M | Buy |
60,607
+3,780
| +7% | +$200K | 1.3% | 24 |
|
|
2020
Q2 | $2.71M | Buy |
+56,827
| New | +$2.71M | 1.23% | 26 |
|