Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-41,468
| Closed | -$2.3M | – | 24 |
|
|
2022
Q1 | $2.3M | Sell |
41,468
-7,167
| -15% | -$398K | 1.01% | 21 |
|
|
2021
Q4 | $2.91M | Sell |
48,635
-4,169
| -8% | -$250K | 1.2% | 22 |
|
|
2021
Q3 | $3.26M | Sell |
52,804
-16,857
| -24% | -$1.04M | 1.37% | 19 |
|
|
2021
Q2 | $4.67M | Sell |
69,661
-20,218
| -22% | -$1.35M | 1.88% | 14 |
|
|
2021
Q1 | $5.79M | Sell |
89,879
-32,813
| -27% | -$2.11M | 2.61% | 9 |
|
|
2020
Q4 | $7.61M | Buy |
122,692
+7,995
| +7% | +$496K | 3.56% | 8 |
|
|
2020
Q3 | $6.06M | Buy |
114,697
+94
| +0.1% | +$4.96K | 3.18% | 11 |
|
|
2020
Q2 | $5.46M | Sell |
114,603
-11,877
| -9% | -$565K | 2.99% | 10 |
|
|
2020
Q1 | $5.12M | Buy |
126,480
+1,286
| +1% | +$52K | 3.08% | 9 |
|
|
2019
Q4 | $6.73M | Buy |
125,194
+15,917
| +15% | +$856K | 2.9% | 10 |
|
|
2019
Q3 | $5.36M | Sell |
109,277
-33,681
| -24% | -$1.65M | 2.47% | 10 |
|
|
2019
Q2 | $7.72M | Buy |
142,958
+1,405
| +1% | +$75.9K | 3.69% | 7 |
|
|
2019
Q1 | $7.66M | Buy |
+141,553
| New | +$7.66M | 4.07% | 7 |
|