Seven Post Investment Office’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 | $462K | Hold |
7,693
| – | – | 0.17% | 27 |
|
|
2025
Q1 | $415K | Hold |
7,693
| – | – | 0.16% | 28 |
|
|
2024
Q4 | $402K | Hold |
7,693
| – | – | 0.15% | 28 |
|
|
2024
Q3 | $442K | Hold |
7,693
| – | – | 0.07% | 44 |
|
|
2024
Q2 | $412K | Hold |
7,693
| – | – | 0.08% | 44 |
|
|
2024
Q1 | $397K | Hold |
7,693
| – | – | 0.1% | 45 |
|
|
2023
Q4 | $389K | Hold |
7,693
| – | – | 0.1% | 45 |
|
|
2023
Q3 | $366K | Hold |
7,693
| – | – | 0.1% | 44 |
|
|
2023
Q2 | $379K | Hold |
7,693
| – | – | 0.12% | 42 |
|
|
2023
Q1 | $375K | Sell |
7,693
-10,918
| -59% | -$533K | 0.14% | 40 |
|
|
2022
Q4 | $869K | Buy |
+18,611
| New | +$869K | 0.31% | 24 |
|
|
2015
Q3 | – | Sell |
-351,078
| Closed | -$16.9M | – | 8 |
|
|
2015
Q2 | $16.9M | Buy |
351,078
+43,774
| +14% | +$2.1M | 13.29% | 3 |
|
|
2015
Q1 | $14.9M | Buy |
307,304
+26,983
| +10% | +$1.3M | 12.17% | 3 |
|
|
2014
Q4 | $13.2M | Buy |
280,321
+156,010
| +125% | +$7.34M | 11.72% | 3 |
|
|
2014
Q3 | $6.22M | Buy |
124,311
+7,850
| +7% | +$393K | 5.11% | 4 |
|
|
2014
Q2 | $5.72M | Hold |
116,461
| – | – | 6.75% | 4 |
|
|
2014
Q1 | $5.72M | Hold |
116,461
| – | – | 6.75% | 4 |
|
|
2013
Q4 | $5.8M | Buy |
116,461
+310
| +0.3% | +$15.4K | 6.53% | 4 |
|
|
2013
Q3 | $5.65M | Buy |
116,151
+11,961
| +11% | +$582K | 6.78% | 4 |
|
|
2013
Q2 | $4.8M | Buy |
+104,190
| New | +$4.8M | 6.38% | 4 |
|