Sightline 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
Q1 | – | Sell |
-4,891
| Closed | -$255K | – | 84 |
|
2024
Q4 | $255K | Sell |
4,891
-2,635
| -35% | -$138K | 0.14% | 72 |
|
2024
Q3 | $432K | Sell |
7,526
-2,501
| -25% | -$144K | 0.24% | 53 |
|
2024
Q2 | $537K | Sell |
10,027
-1,472
| -13% | -$78.8K | 0.33% | 44 |
|
2024
Q1 | $593K | Sell |
11,499
-6,174
| -35% | -$319K | 0.39% | 40 |
|
2023
Q4 | $894K | Buy |
17,673
+4,397
| +33% | +$222K | 0.68% | 33 |
|
2023
Q3 | $632K | Buy |
+13,276
| New | +$632K | 0.59% | 36 |
|