Regal Investment 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 | $9.02M | Buy |
150,184
+70,994
| +90% | +$4.26M | 0.68% | 32 |
|
|
2025
Q1 | $4.27M | Buy |
79,190
+39,912
| +102% | +$2.15M | 0.35% | 80 |
|
|
2024
Q4 | $2.05M | Sell |
39,278
-714
| -2% | -$37.3K | 0.15% | 156 |
|
|
2024
Q3 | $2.3M | Sell |
39,992
-10,710
| -21% | -$615K | 0.16% | 158 |
|
|
2024
Q2 | $2.71M | Buy |
50,702
+28,993
| +134% | +$1.55M | 0.18% | 147 |
|
|
2024
Q1 | $1.12M | Sell |
21,709
-43,268
| -67% | -$2.23M | 0.08% | 236 |
|
|
2023
Q4 | $3.29M | Sell |
64,977
-2,384
| -4% | -$121K | 0.25% | 119 |
|
|
2023
Q3 | $3.21M | Sell |
67,361
-27,467
| -29% | -$1.31M | 0.27% | 105 |
|
|
2023
Q2 | $4.67M | Buy |
94,828
+5,202
| +6% | +$256K | 0.39% | 76 |
|
|
2023
Q1 | $4.37M | Buy |
+89,626
| New | +$4.37M | 0.39% | 77 |
|
|
2022
Q1 | – | Sell |
-3,716
| Closed | -$222K | – | 542 |
|
|
2021
Q4 | $222K | Buy |
3,716
+133
| +4% | +$7.95K | 0.02% | 500 |
|
|
2021
Q3 | $221K | Sell |
3,583
-1,100
| -23% | -$67.8K | 0.02% | 490 |
|
|
2021
Q2 | $314K | Buy |
+4,683
| New | +$314K | 0.03% | 410 |
|
|
2020
Q1 | – | Sell |
-13,269
| Closed | -$713K | – | 158 |
|
|
2019
Q4 | $713K | Buy |
13,269
+2,092
| +19% | +$112K | 0.13% | 162 |
|
|
2019
Q3 | $548K | Buy |
11,177
+554
| +5% | +$27.2K | 0.11% | 183 |
|
|
2019
Q2 | $546K | Sell |
10,623
-2,898
| -21% | -$149K | 0.11% | 181 |
|
|
2019
Q1 | $699K | Buy |
13,521
+4,870
| +56% | +$252K | 0.14% | 152 |
|
|
2018
Q4 | $408K | Sell |
8,651
-1,064
| -11% | -$50.2K | 0.09% | 203 |
|
|
2018
Q3 | $503K | Buy |
+9,715
| New | +$503K | 0.11% | 189 |
|
|
2018
Q2 | – | Sell |
-5,033
| Closed | -$294K | – | 281 |
|
|
2018
Q1 | $294K | Sell |
5,033
-2,945
| -37% | -$172K | 0.07% | 233 |
|
|
2017
Q4 | $454K | Buy |
+7,978
| New | +$454K | 0.1% | 186 |
|
|
2015
Q4 | – | Sell |
-1,655
| Closed | -$66K | – | 556 |
|
|
2015
Q3 | $66K | Sell |
1,655
-1,002
| -38% | -$40K | 0.02% | 398 |
|
|
2015
Q2 | $127K | Buy |
2,657
+112
| +4% | +$5.35K | 0.03% | 305 |
|
|
2015
Q1 | $123K | Sell |
2,545
-288
| -10% | -$13.9K | 0.03% | 309 |
|
|
2014
Q4 | $133K | Sell |
2,833
-44
| -2% | -$2.07K | 0.04% | 268 |
|
|
2014
Q3 | $144K | Hold |
2,877
| – | – | 0.04% | 261 |
|
|
2014
Q2 | $149K | Buy |
2,877
+53
| +2% | +$2.75K | 0.05% | 234 |
|
|
2014
Q1 | $139K | Buy |
2,824
+231
| +9% | +$11.4K | 0.06% | 225 |
|
|
2013
Q4 | $129K | Buy |
2,593
+2,016
| +349% | +$100K | 0.07% | 185 |
|
|
2013
Q3 | $28K | Buy |
577
+385
| +201% | +$18.7K | 0.02% | 405 |
|
|
2013
Q2 | $9K | Buy |
+192
| New | +$9K | 0.01% | 609 |
|