PIA
Perennial Investment Advisors’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 | $6.44M | Buy |
107,326
+74,868
| +231% | +$4.49M | 0.62% | 30 |
|
|
2025
Q1 | $1.75M | Buy |
32,458
+1,868
| +6% | +$101K | 0.2% | 94 |
|
|
2024
Q4 | $1.6M | Buy |
30,590
+11,691
| +62% | +$611K | 0.19% | 95 |
|
|
2024
Q3 | $1.09M | Sell |
18,899
-7,014
| -27% | -$403K | 0.14% | 124 |
|
|
2024
Q2 | $1.39M | Buy |
25,913
+10,375
| +67% | +$555K | 0.2% | 85 |
|
|
2024
Q1 | $802K | Sell |
15,538
-4,244
| -21% | -$219K | 0.12% | 140 |
|
|
2023
Q4 | $1M | Sell |
19,782
-966
| -5% | -$48.9K | 0.17% | 101 |
|
|
2023
Q3 | $987K | Sell |
20,748
-2,809
| -12% | -$134K | 0.18% | 101 |
|
|
2023
Q2 | $1.16M | Buy |
23,557
+552
| +2% | +$27.2K | 0.2% | 97 |
|
|
2023
Q1 | $1.12M | Buy |
23,005
+9,227
| +67% | +$450K | 0.21% | 96 |
|
|
2022
Q4 | $643K | Sell |
13,778
-5,703
| -29% | -$266K | 0.26% | 76 |
|
|
2022
Q3 | $837K | Sell |
19,481
-168
| -0.9% | -$7.22K | 0.38% | 52 |
|
|
2022
Q2 | $962K | Sell |
19,649
-2,127
| -10% | -$104K | 0.38% | 57 |
|
|
2022
Q1 | $1.21M | Sell |
21,776
-2,703
| -11% | -$151K | 0.38% | 54 |
|
|
2021
Q4 | $1.47M | Buy |
24,479
+256
| +1% | +$15.3K | 0.46% | 42 |
|
|
2021
Q3 | $1.5M | Sell |
24,223
-3,807
| -14% | -$236K | 0.53% | 38 |
|
|
2021
Q2 | $1.88M | Buy |
28,030
+145
| +0.5% | +$9.72K | 0.68% | 29 |
|
|
2021
Q1 | $1.8M | Sell |
27,885
-12
| -0% | -$772 | 0.71% | 28 |
|
|
2020
Q4 | $1.73M | Buy |
27,897
+5,094
| +22% | +$316K | 0.74% | 29 |
|
|
2020
Q3 | $1.2M | Buy |
22,803
+6,868
| +43% | +$363K | 0.6% | 32 |
|
|
2020
Q2 | $759K | Sell |
15,935
-11,039
| -41% | -$526K | 0.51% | 41 |
|
|
2020
Q1 | $1.09M | Sell |
26,974
-21,189
| -44% | -$858K | 0.97% | 25 |
|
|
2019
Q4 | $2.59M | Buy |
+48,163
| New | +$2.59M | 2.04% | 12 |
|