River Wealth 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 | $8.37M | Buy |
139,388
+2,232
| +2% | +$134K | 1.04% | 26 |
|
2025
Q1 | $7.4M | Sell |
137,156
-1,509
| -1% | -$81.4K | 1.03% | 26 |
|
2024
Q4 | $7.24M | Buy |
138,665
+326
| +0.2% | +$17K | 0.96% | 27 |
|
2024
Q3 | $7.94M | Buy |
138,339
+825
| +0.6% | +$47.4K | 1.06% | 21 |
|
2024
Q2 | $7.36M | Sell |
137,514
-21,246
| -13% | -$1.14M | 1.06% | 25 |
|
2024
Q1 | $8.19M | Sell |
158,760
-13,624
| -8% | -$703K | 1.19% | 19 |
|
2023
Q4 | $8.72M | Buy |
172,384
+9,276
| +6% | +$469K | 1.39% | 15 |
|
2023
Q3 | $7.76M | Buy |
163,108
+6,268
| +4% | +$298K | 1.39% | 16 |
|
2023
Q2 | $7.73M | Buy |
156,840
+8,574
| +6% | +$423K | 1.31% | 16 |
|
2023
Q1 | $7.23M | Buy |
148,266
+11,309
| +8% | +$552K | 1.32% | 16 |
|
2022
Q4 | $6.4M | Sell |
136,957
-10,103
| -7% | -$472K | 1.23% | 17 |
|
2022
Q3 | $6.32M | Sell |
147,060
-12,583
| -8% | -$541K | 1.36% | 15 |
|
2022
Q2 | $7.83M | Buy |
159,643
+12,446
| +8% | +$611K | 1.44% | 16 |
|
2022
Q1 | $8.18M | Buy |
147,197
+19,139
| +15% | +$1.06M | 1.31% | 17 |
|
2021
Q4 | $7.67M | Buy |
128,058
+98,048
| +327% | +$5.87M | 1.19% | 20 |
|
2021
Q3 | $1.85M | Buy |
30,010
+10
| +0% | +$617 | 0.32% | 79 |
|
2021
Q2 | $2.01M | Buy |
30,000
+561
| +2% | +$37.6K | 0.35% | 75 |
|
2021
Q1 | $1.9M | Buy |
29,439
+1,629
| +6% | +$105K | 0.36% | 74 |
|
2020
Q4 | $1.73M | Buy |
27,810
+2,347
| +9% | +$146K | 0.37% | 71 |
|
2020
Q3 | $1.34M | Buy |
25,463
+8,185
| +47% | +$432K | 0.35% | 74 |
|
2020
Q2 | $822K | Buy |
17,278
+7,822
| +83% | +$372K | 0.25% | 99 |
|
2020
Q1 | $383K | Sell |
9,456
-4,839
| -34% | -$196K | 0.15% | 119 |
|
2019
Q4 | $768K | Buy |
14,295
+2,936
| +26% | +$158K | 0.26% | 95 |
|
2019
Q3 | $557K | Buy |
11,359
+750
| +7% | +$36.8K | 0.21% | 99 |
|
2019
Q2 | $546K | Buy |
10,609
+59
| +0.6% | +$3.04K | 0.21% | 102 |
|
2019
Q1 | $546K | Sell |
10,550
-264
| -2% | -$13.7K | 0.23% | 104 |
|
2018
Q4 | $510K | Sell |
10,814
-1,672
| -13% | -$78.9K | 0.23% | 99 |
|
2018
Q3 | $647K | Buy |
12,486
+595
| +5% | +$30.8K | 0.24% | 105 |
|
2018
Q2 | $624K | Buy |
11,891
+420
| +4% | +$22K | 0.24% | 101 |
|
2018
Q1 | $670K | Buy |
11,471
+1,453
| +15% | +$84.9K | 0.28% | 102 |
|
2017
Q4 | $570K | Buy |
10,018
+2,276
| +29% | +$129K | 0.24% | 109 |
|
2017
Q3 | $418K | Buy |
+7,742
| New | +$418K | 0.19% | 121 |
|