Phillips Financial Management’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 | $752K | Buy |
12,518
+1,634
| +15% | +$98.1K | 0.05% | 121 |
|
|
2025
Q1 | $587K | Sell |
10,884
-55
| -0.5% | -$2.97K | 0.05% | 132 |
|
|
2024
Q4 | $571K | Buy |
10,939
+13
| +0.1% | +$679 | 0.04% | 128 |
|
|
2024
Q3 | $627K | Sell |
10,926
-185
| -2% | -$10.6K | 0.05% | 126 |
|
|
2024
Q2 | $595K | Sell |
11,111
-81
| -0.7% | -$4.34K | 0.05% | 127 |
|
|
2024
Q1 | $577K | Sell |
11,192
-26
| -0.2% | -$1.34K | 0.05% | 128 |
|
|
2023
Q4 | $567K | Sell |
11,218
-161
| -1% | -$8.14K | 0.05% | 127 |
|
|
2023
Q3 | $542K | Sell |
11,379
-41
| -0.4% | -$1.95K | 0.05% | 126 |
|
|
2023
Q2 | $563K | Sell |
11,420
-500
| -4% | -$24.6K | 0.05% | 126 |
|
|
2023
Q1 | $582K | Sell |
11,920
-344
| -3% | -$16.8K | 0.06% | 121 |
|
|
2022
Q4 | $573K | Sell |
12,264
-6,856
| -36% | -$320K | 0.06% | 108 |
|
|
2022
Q3 | $822K | Sell |
19,120
-200
| -1% | -$8.6K | 0.09% | 95 |
|
|
2022
Q2 | $948K | Sell |
19,320
-7,872
| -29% | -$386K | 0.1% | 82 |
|
|
2022
Q1 | $1.51M | Buy |
27,192
+9,968
| +58% | +$554K | 0.14% | 71 |
|
|
2021
Q4 | $1.03M | Buy |
17,224
+505
| +3% | +$30.2K | 0.1% | 73 |
|
|
2021
Q3 | $1.03M | Buy |
16,719
+56
| +0.3% | +$3.46K | 0.11% | 73 |
|
|
2021
Q2 | $1.12M | Buy |
16,663
+46
| +0.3% | +$3.08K | 0.12% | 73 |
|
|
2021
Q1 | $1.07M | Sell |
16,617
-140
| -0.8% | -$9.01K | 0.13% | 71 |
|
|
2020
Q4 | $1.04M | Sell |
16,757
-126
| -0.7% | -$7.82K | 0.14% | 72 |
|
|
2020
Q3 | $891K | Buy |
16,883
+785
| +5% | +$41.4K | 0.14% | 70 |
|
|
2020
Q2 | $766K | Buy |
16,098
+2,263
| +16% | +$108K | 0.13% | 72 |
|
|
2020
Q1 | $537K | Buy |
+13,835
| New | +$537K | 0.11% | 73 |
|