Petix & Botte Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
17,320
-128
| -0.7% | -$7.68K | 0.26% | 56 |
|
|
2025
Q1 | $942K | Buy |
17,448
+784
| +5% | +$42.3K | 0.25% | 62 |
|
|
2024
Q4 | $870K | Sell |
16,664
-2,056
| -11% | -$107K | 0.23% | 62 |
|
|
2024
Q3 | $1.07M | Sell |
18,720
-4,726
| -20% | -$271K | 0.29% | 48 |
|
|
2024
Q2 | $1.26M | Sell |
23,446
-12,371
| -35% | -$662K | 0.36% | 43 |
|
|
2024
Q1 | $1.85M | Buy |
35,817
+11,411
| +47% | +$589K | 0.46% | 53 |
|
|
2023
Q4 | $1.23M | Sell |
24,406
-874
| -3% | -$44.2K | 0.36% | 42 |
|
|
2023
Q3 | $1.2M | Sell |
25,280
-628
| -2% | -$29.9K | 0.38% | 42 |
|
|
2023
Q2 | $1.28M | Buy |
25,908
+13,791
| +114% | +$680K | 0.4% | 40 |
|
|
2023
Q1 | $591K | Buy |
+12,117
| New | +$591K | 0.4% | 42 |
|
|
2022
Q3 | $580K | Buy |
13,500
+243
| +2% | +$10.4K | 0.44% | 38 |
|
|
2022
Q2 | $650K | Sell |
13,257
-16,472
| -55% | -$808K | 0.48% | 37 |
|
|
2022
Q1 | $1.65M | Buy |
29,729
+18,845
| +173% | +$1.05M | 0.51% | 35 |
|
|
2021
Q4 | $651K | Sell |
10,884
-23,860
| -69% | -$1.43M | 0.41% | 40 |
|
|
2021
Q3 | $2.15M | Buy |
34,744
+14,697
| +73% | +$908K | 0.73% | 30 |
|
|
2021
Q2 | $1.34M | Sell |
20,047
-3,295
| -14% | -$221K | 0.94% | 29 |
|
|
2021
Q1 | $1.5M | Sell |
23,342
-3,182
| -12% | -$205K | 1.11% | 25 |
|
|
2020
Q4 | $1.65M | Sell |
26,524
-8,341
| -24% | -$518K | 1.23% | 23 |
|
|
2020
Q3 | $1.84M | Sell |
34,865
-55,048
| -61% | -$2.91M | 1.47% | 21 |
|
|
2020
Q2 | $2.23M | Buy |
89,913
+44,061
| +96% | +$1.09M | 1.83% | 17 |
|
|
2020
Q1 | $1.86M | Sell |
45,852
-9,141
| -17% | -$370K | 1.81% | 18 |
|
|
2019
Q4 | $2.96M | Buy |
+54,993
| New | +$2.96M | 2.33% | 16 |
|