Peak Financial Management’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
2023 Q3	–	Sell	-11,701	Closed	-$577K	–	74
2023 Q2	$577K	Sell	11,701 -1,313	-10%	-$64.1K	0.21%	49
2023 Q1	$635K	Buy	13,014 +510	+4%	+$25K	0.24%	41
2022 Q4	$584K	Buy	12,504 +514	+4%	+$23.4K	0.23%	41
2022 Q3	$515K	Sell	11,990 -235	-2%	-$11.3K	0.21%	44
2022 Q2	$600K	Buy	12,225 +2,337	+24%	+$121K	0.23%	41
2022 Q1	$549K	Buy	9,888 +886	+10%	+$51.2K	0.18%	46
2021 Q4	$539K	Buy	9,002 +167	+2%	+$10.3K	0.17%	44
2021 Q3	$546K	Buy	8,835 +940	+12%	+$59.8K	0.19%	44
2021 Q2	$529K	Buy	7,895 +97	+1%	+$6.39K	0.18%	43
2021 Q1	$502K	Sell	7,798 -74	-0.9%	-$4.87K	0.18%	43
2020 Q4	$488K	Buy	7,872 +567	+8%	+$32.7K	0.18%	41
2020 Q3	$386K	Buy	7,305 +225	+3%	+$11.8K	0.17%	41
2020 Q2	$337K	Sell	7,080 -159	-2%	-$7.1K	0.16%	45
2020 Q1	$293K	Sell	7,239 -448	-6%	-$22K	0.15%	44
2019 Q4	$413K	Buy	7,687 +49	+0.6%	+$2.52K	0.18%	45
2019 Q3	$374K	Buy	7,638 +593	+8%	+$29.4K	0.17%	44
2019 Q2	$362K	Sell	7,045 -377	-5%	-$19.3K	0.16%	46
2019 Q1	$384K	Buy	7,422 +3,010	+68%	+$152K	0.18%	45
2018 Q4	$208K	Buy	4,412 +205	+5%	+$9.91K	0.1%	52
2018 Q3	$218K	Buy	+4,207	New	+$220K	0.1%	50