Peterson Financial Group’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
Q3 | $651K | Sell |
11,332
-931
| -8% | -$53.4K | 2.5% | 8 |
|
|
2024
Q2 | $656K | Sell |
12,263
-4,884
| -28% | -$261K | 4% | 8 |
|
|
2024
Q1 | $885K | Sell |
17,147
-1,119
| -6% | -$57.7K | 5.77% | 3 |
|
|
2023
Q4 | $924K | Buy |
18,266
+2,493
| +16% | +$126K | 6.06% | 3 |
|
|
2023
Q3 | $751K | Buy |
15,773
+96
| +0.6% | +$4.57K | 7.46% | 3 |
|
|
2023
Q2 | $773K | Buy |
15,677
+31
| +0.2% | +$1.53K | 7.09% | 3 |
|
|
2023
Q1 | $763K | Sell |
15,646
-3,806
| -20% | -$186K | 7.68% | 3 |
|
|
2022
Q4 | $908K | Buy |
19,452
+4,197
| +28% | +$196K | 1.2% | 34 |
|
|
2022
Q3 | $656K | Buy |
15,255
+297
| +2% | +$12.8K | 0.64% | 54 |
|
|
2022
Q2 | $734K | Buy |
14,958
+81
| +0.5% | +$3.97K | 0.69% | 54 |
|
|
2022
Q1 | $826K | Buy |
14,877
+939
| +7% | +$52.2K | 0.68% | 54 |
|
|
2021
Q4 | $834K | Buy |
+13,938
| New | +$834K | 0.68% | 57 |
|