Plante Moran Financial 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 | $14.6K | Buy |
244
+209
| +597% | +$12.5K | ﹤0.01% | 514 |
|
|
2025
Q1 | $1.89K | Sell |
35
-526
| -94% | -$28.4K | ﹤0.01% | 695 |
|
|
2024
Q4 | $29.3K | Buy |
561
+130
| +30% | +$6.79K | ﹤0.01% | 431 |
|
|
2024
Q3 | $24.7K | Hold |
431
| – | – | ﹤0.01% | 493 |
|
|
2024
Q2 | $23.1K | Buy |
431
+11
| +3% | +$589 | ﹤0.01% | 458 |
|
|
2024
Q1 | $21.7K | Sell |
420
-163
| -28% | -$8.41K | ﹤0.01% | 494 |
|
|
2023
Q4 | $29.5K | Buy |
583
+549
| +1,615% | +$27.8K | ﹤0.01% | 391 |
|
|
2023
Q3 | $1.62K | Buy |
+34
| New | +$1.62K | ﹤0.01% | 671 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 850 |
|
|
2023
Q1 | – | Sell |
-1,500
| Closed | -$70.1K | – | 865 |
|
|
2022
Q4 | $70.1K | Sell |
1,500
-1,032
| -41% | -$48.2K | 0.01% | 277 |
|
|
2022
Q3 | $109K | Buy |
2,532
+2,212
| +691% | +$95.2K | 0.02% | 204 |
|
|
2022
Q2 | $16K | Sell |
320
-71
| -18% | -$3.55K | ﹤0.01% | 512 |
|
|
2022
Q1 | $22K | Sell |
391
-3,804
| -91% | -$214K | ﹤0.01% | 479 |
|
|
2021
Q4 | $251K | Sell |
4,195
-532
| -11% | -$31.8K | 0.04% | 157 |
|
|
2021
Q3 | $292K | Buy |
4,727
+1,020
| +28% | +$63K | 0.06% | 142 |
|
|
2021
Q2 | $248K | Buy |
3,707
+57
| +2% | +$3.81K | 0.06% | 150 |
|
|
2021
Q1 | $235K | Buy |
3,650
+38
| +1% | +$2.45K | 0.06% | 150 |
|
|
2020
Q4 | $224K | Hold |
3,612
| – | – | 0.07% | 152 |
|
|
2020
Q3 | $191K | Hold |
3,612
| – | – | 0.07% | 158 |
|
|
2020
Q2 | $172K | Sell |
3,612
-12
| -0.3% | -$571 | 0.07% | 147 |
|
|
2020
Q1 | $147K | Sell |
3,624
-1,603
| -31% | -$65K | 0.07% | 149 |
|
|
2019
Q4 | $281K | Sell |
5,227
-120
| -2% | -$6.45K | 0.1% | 121 |
|
|
2019
Q3 | $262K | Buy |
5,347
+1,302
| +32% | +$63.8K | 0.08% | 132 |
|
|
2019
Q2 | $208K | Sell |
4,045
-1,154
| -22% | -$59.3K | 0.06% | 144 |
|
|
2019
Q1 | $269K | Buy |
5,199
+68
| +1% | +$3.52K | 0.08% | 121 |
|
|
2018
Q4 | $242K | Buy |
5,131
+1,206
| +31% | +$56.9K | 0.08% | 120 |
|
|
2018
Q3 | $203K | Sell |
3,925
-1,329
| -25% | -$68.7K | 0.07% | 144 |
|
|
2018
Q2 | $276K | Sell |
5,254
-1,354
| -20% | -$71.1K | 0.14% | 122 |
|
|
2018
Q1 | $386K | Buy |
6,608
+1,954
| +42% | +$114K | 0.21% | 86 |
|
|
2017
Q4 | $265K | Hold |
4,654
| – | – | 0.15% | 111 |
|
|
2017
Q3 | $251K | Buy |
4,654
+3,869
| +493% | +$209K | 0.15% | 108 |
|
|
2017
Q2 | $39K | Buy |
785
+88
| +13% | +$4.37K | 0.02% | 364 |
|
|
2017
Q1 | $33K | Buy |
697
+612
| +720% | +$29K | 0.02% | 383 |
|
|
2016
Q4 | $4K | Hold |
85
| – | – | ﹤0.01% | 753 |
|
|
2016
Q3 | $4K | Hold |
85
| – | – | ﹤0.01% | 738 |
|
|
2016
Q2 | $4K | Hold |
85
| – | – | ﹤0.01% | 674 |
|
|
2016
Q1 | $4K | Sell |
85
-636
| -88% | -$29.9K | ﹤0.01% | 618 |
|
|
2015
Q4 | $28K | Buy |
721
+636
| +748% | +$24.7K | 0.02% | 393 |
|
|
2015
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 635 |
|
|
2015
Q2 | $4K | Hold |
85
| – | – | ﹤0.01% | 642 |
|
|
2015
Q1 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 632 |
|