Personal CFO Solutions’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-8,825
| Closed | -$446K | – | 559 |
|
2023
Q4 | $446K | Buy |
8,825
+1,072
| +14% | +$54.2K | 0.08% | 255 |
|
2023
Q3 | $369K | Sell |
7,753
-1,332
| -15% | -$63.4K | 0.07% | 272 |
|
2023
Q2 | $448K | Buy |
9,085
+3,716
| +69% | +$183K | 0.09% | 223 |
|
2023
Q1 | $262K | Buy |
+5,369
| New | +$262K | 0.05% | 356 |
|
2022
Q4 | – | Sell |
-5,253
| Closed | -$226K | – | 473 |
|
2022
Q3 | $226K | Buy |
5,253
+541
| +11% | +$23.3K | 0.06% | 332 |
|
2022
Q2 | $231K | Sell |
4,712
-78
| -2% | -$3.82K | 0.05% | 343 |
|
2022
Q1 | $266K | Sell |
4,790
-734
| -13% | -$40.8K | 0.05% | 367 |
|
2021
Q4 | $331K | Sell |
5,524
-1,164
| -17% | -$69.7K | 0.06% | 294 |
|
2021
Q3 | $413K | Sell |
6,688
-234
| -3% | -$14.5K | 0.08% | 216 |
|
2021
Q2 | $464K | Buy |
6,922
+215
| +3% | +$14.4K | 0.1% | 199 |
|
2021
Q1 | $432K | Buy |
6,707
+274
| +4% | +$17.6K | 0.09% | 202 |
|
2020
Q4 | $399K | Sell |
6,433
-16
| -0.2% | -$992 | 0.1% | 195 |
|
2020
Q3 | $0 | Sell |
6,449
-340
| -5% | – | ﹤0.01% | 229 |
|
2020
Q2 | $323K | Sell |
6,789
-2,034
| -23% | -$96.8K | 0.1% | 199 |
|
2020
Q1 | $357K | Buy |
8,823
+107
| +1% | +$4.33K | 0.13% | 148 |
|
2019
Q4 | $469K | Buy |
8,716
+326
| +4% | +$17.5K | 0.13% | 158 |
|
2019
Q3 | $410K | Buy |
+8,390
| New | +$410K | 0.16% | 170 |
|