Planning Alternatives’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-3,230	Closed	-$200K	–	47
2020 Q4	$200K	Sell	3,230 -7,947	-71%	-$458K	0.04%	42
2020 Q3	$590K	Sell	11,177 -24,382	-69%	-$1.28M	0.11%	32
2020 Q2	$1.69M	Sell	35,559 -4,667	-12%	-$208K	0.34%	25
2020 Q1	$1.63M	Buy	40,226 +2,951	+8%	+$145K	0.38%	25
2019 Q4	$2M	Buy	37,275 +4,246	+13%	+$219K	0.35%	26
2019 Q3	$1.62M	Sell	33,029 -257	-0.8%	-$12.7K	0.3%	27
2019 Q2	$1.71M	Sell	33,286 -468	-1%	-$23.9K	0.31%	26
2019 Q1	$1.75M	Sell	33,754 -3,828	-10%	-$194K	0.32%	26
2018 Q4	$1.77M	Buy	37,582 +853	+2%	+$41.2K	0.37%	26
2018 Q3	$1.9M	Buy	36,729 +1,835	+5%	+$95.8K	0.33%	27
2018 Q2	$1.83M	Buy	34,894 +356	+1%	+$20K	0.33%	28
2018 Q1	$2.02M	Buy	34,538 +2,517	+8%	+$149K	0.37%	26
2017 Q4	$1.82M	Buy	32,021 +286	+0.9%	+$16K	0.33%	29
2017 Q3	$1.71M	Sell	31,735 -257	-0.8%	-$13.6K	0.32%	28
2017 Q2	$1.6M	Buy	31,992 +261	+0.8%	+$12.9K	0.31%	28
2017 Q1	$1.52M	Buy	31,731 +2,084	+7%	+$96K	0.29%	29
2016 Q4	$1.26M	Buy	29,647 +3,310	+13%	+$145K	0.26%	28
2016 Q3	$1.2M	Buy	26,337 +266	+1%	+$11.8K	0.26%	29
2016 Q2	$1.09M	Buy	26,071 +721	+3%	+$29.5K	0.24%	29
2016 Q1	$1.05M	Buy	25,350 +10,804	+74%	+$409K	0.23%	29
2015 Q4	$573K	Buy	14,546 +2,828	+24%	+$118K	0.13%	35
2015 Q3	$467K	Buy	11,718 +894	+8%	+$38.3K	0.11%	36
2015 Q2	$520K	Buy	10,824 +1,325	+14%	+$67.1K	0.11%	35
2015 Q1	$459K	Buy	9,499 +2,043	+27%	+$97.8K	0.1%	34
2014 Q4	$351K	Buy	7,456 +2,879	+63%	+$141K	0.08%	37
2014 Q3	$229K	Buy	4,577 +395	+9%	+$20.9K	0.06%	41
2014 Q2	$216K	Buy	+4,182	New	+$212K	0.05%	44