Rise Advisors’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
2025 Q1	–	Sell	-1,889	Closed	-$98.7K	–	1532
2024 Q4	$98.7K	Sell	1,889 -64	-3%	-$3.54K	0.05%	140
2024 Q3	$112K	Sell	1,953 -355	-15%	-$19.2K	0.05%	139
2024 Q2	$124K	Sell	2,308 -335	-13%	-$17.7K	0.07%	127
2024 Q1	$136K	Sell	2,643 -209	-7%	-$10.5K	0.07%	117
2023 Q4	$144K	Buy	2,852 +39	+1%	+$1.89K	0.1%	84
2023 Q3	$134K	Sell	2,813 -3,141	-53%	-$155K	0.11%	79
2023 Q2	$293K	Sell	5,954 -591	-9%	-$28.9K	0.23%	49
2023 Q1	$319K	Sell	6,545 -479	-7%	-$23.5K	0.24%	46
2022 Q4	$328K	Sell	7,024 -762	-10%	-$34.7K	0.26%	44
2022 Q3	$335K	Sell	7,786 -723	-8%	-$34.7K	0.28%	44
2022 Q2	$417K	Buy	8,509 +206	+2%	+$10.6K	0.42%	33
2022 Q1	$461K	Sell	8,303 -2,061	-20%	-$119K	0.42%	35
2021 Q4	$620K	Buy	+10,364	New	+$639K	0.59%	28