Pinnacle Family Advisors’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 | $424K | Buy |
7,056
+2,787
| +65% | +$167K | 0.21% | 78 |
|
|
2025
Q1 | $230K | Buy |
+4,269
| New | +$230K | 0.13% | 100 |
|
|
2024
Q4 | – | Sell |
-4,491
| Closed | -$258K | – | 117 |
|
|
2024
Q3 | $258K | Sell |
4,491
-9,967
| -69% | -$572K | 0.13% | 104 |
|
|
2024
Q2 | $774K | Buy |
14,458
+10,416
| +258% | +$558K | 0.43% | 43 |
|
|
2024
Q1 | $209K | Sell |
4,042
-893
| -18% | -$46.1K | 0.11% | 93 |
|
|
2023
Q4 | $250K | Sell |
4,935
-894
| -15% | -$45.2K | 0.15% | 83 |
|
|
2023
Q3 | $277K | Sell |
5,829
-8,469
| -59% | -$403K | 0.16% | 70 |
|
|
2023
Q2 | $705K | Buy |
14,298
+7,735
| +118% | +$381K | 0.38% | 45 |
|
|
2023
Q1 | $320K | Buy |
+6,563
| New | +$320K | 0.19% | 78 |
|
|
2021
Q3 | – | Sell |
-19,724
| Closed | -$1.32M | – | 150 |
|
|
2021
Q2 | $1.32M | Buy |
19,724
+2,774
| +16% | +$186K | 0.58% | 36 |
|
|
2021
Q1 | $1.09M | Buy |
16,950
+3,396
| +25% | +$219K | 0.57% | 41 |
|
|
2020
Q4 | $841K | Sell |
13,554
-3,211
| -19% | -$199K | 0.51% | 46 |
|
|
2020
Q3 | $885K | Buy |
+16,765
| New | +$885K | 0.6% | 31 |
|
|
2020
Q1 | – | Sell |
-15,355
| Closed | -$826K | – | 80 |
|
|
2019
Q4 | $826K | Sell |
15,355
-6,181
| -29% | -$332K | 0.74% | 33 |
|
|
2019
Q3 | $1.06M | Buy |
21,536
+1,213
| +6% | +$59.5K | 0.93% | 26 |
|
|
2019
Q2 | $1.05M | Buy |
20,323
+182
| +0.9% | +$9.36K | 0.87% | 30 |
|
|
2019
Q1 | $1.04M | Buy |
20,141
+2,521
| +14% | +$130K | 0.93% | 32 |
|
|
2018
Q4 | $831K | Buy |
17,620
+231
| +1% | +$10.9K | 0.56% | 36 |
|
|
2018
Q3 | $900K | Sell |
17,389
-90,839
| -84% | -$4.7M | 0.48% | 33 |
|
|
2018
Q2 | $5.68M | Buy |
108,228
+82,333
| +318% | +$4.32M | 3.02% | 13 |
|
|
2018
Q1 | $1.51M | Sell |
25,895
-84,862
| -77% | -$4.96M | 0.86% | 23 |
|
|
2017
Q4 | $6.3M | Sell |
110,757
-24,869
| -18% | -$1.42M | 2.91% | 11 |
|
|
2017
Q3 | $7.33M | Buy |
135,626
+13,272
| +11% | +$717K | 3.44% | 12 |
|
|
2017
Q2 | $6.12M | Buy |
+122,354
| New | +$6.12M | 3.42% | 13 |
|
|
2017
Q1 | – | Sell |
-332,894
| Closed | -$14.1M | – | 64 |
|
|
2016
Q4 | $14.1M | Buy |
+332,894
| New | +$14.1M | 8.65% | 1 |
|