Phillips Wealth Planners’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 | $374K | Sell |
6,223
-49
| -0.8% | -$2.94K | 0.34% | 102 |
|
|
2025
Q1 | $324K | Buy |
6,272
+203
| +3% | +$10.5K | 0.34% | 102 |
|
|
2024
Q4 | $311K | Buy |
6,069
+28
| +0.5% | +$1.43K | 0.31% | 115 |
|
|
2024
Q3 | $344K | Buy |
6,041
+63
| +1% | +$3.59K | 0.33% | 110 |
|
|
2024
Q2 | $330K | Buy |
5,978
+3
| +0.1% | +$166 | 0.35% | 100 |
|
|
2024
Q1 | $299K | Buy |
+5,975
| New | +$299K | 0.34% | 111 |
|
|
2023
Q4 | – | Sell |
-5,954
| Closed | -$278K | – | 164 |
|
|
2023
Q3 | $278K | Buy |
5,954
+107
| +2% | +$4.99K | 0.38% | 104 |
|
|
2023
Q2 | $288K | Buy |
5,847
+25
| +0.4% | +$1.23K | 0.38% | 96 |
|
|
2023
Q1 | $282K | Sell |
5,822
-66
| -1% | -$3.2K | 0.37% | 100 |
|
|
2022
Q4 | $294K | Buy |
+5,888
| New | +$294K | 0.51% | 71 |
|