Smith Salley Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Smith Salley Wealth Management’s Portfolio IEMG Stock Details IEMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.19M	Buy	69,835 +515	+0.7%	+$30.9K	0.24%	71
2025 Q1	$3.74M	Buy	69,320 +920	+1%	+$49.7K	0.25%	70
2024 Q4	$3.57M	Sell	68,400 -3,228	-5%	-$169K	0.23%	72
2024 Q3	$4.11M	Buy	71,628 +1,731	+2%	+$99.4K	0.27%	68
2024 Q2	$3.74M	Sell	69,897 -575	-0.8%	-$30.8K	0.27%	69
2024 Q1	$3.64M	Buy	70,472 +7,046	+11%	+$364K	0.28%	67
2023 Q4	$3.21M	Buy	63,426 +4,188	+7%	+$212K	0.21%	80
2023 Q3	$2.82M	Sell	59,238 -4,020	-6%	-$191K	0.21%	80
2023 Q2	$3.12M	Buy	63,258 +1,915	+3%	+$94.4K	0.23%	78
2023 Q1	$2.99M	Buy	61,343 +18,081	+42%	+$882K	0.24%	83
2022 Q4	$2.02M	Sell	43,262 -31	-0.1%	-$1.45K	0.17%	97
2022 Q3	$1.86M	Buy	43,293 +1,248	+3%	+$53.6K	0.17%	98
2022 Q2	$2.06M	Sell	42,045 -4,982	-11%	-$244K	0.18%	99
2022 Q1	$2.61M	Sell	47,027 -3,591	-7%	-$199K	0.2%	93
2021 Q4	$3.03M	Buy	50,618 +12,404	+32%	+$743K	0.21%	90
2021 Q3	$2.36M	Buy	38,214 +3,403	+10%	+$210K	0.19%	93
2021 Q2	$2.33M	Sell	34,811 -3,005	-8%	-$201K	0.19%	92
2021 Q1	$2.43M	Buy	37,816 +24,015	+174%	+$1.55M	0.22%	81
2020 Q4	$856K	Sell	13,801 -1,944	-12%	-$121K	0.09%	125
2020 Q3	$831K	Buy	15,745 +1,007	+7%	+$53.1K	0.1%	105
2020 Q2	$702K	Sell	14,738 -148	-1%	-$7.05K	0.09%	111
2020 Q1	$602K	Buy	14,886 +4,988	+50%	+$202K	0.1%	114
2019 Q4	$532K	Buy	9,898 +699	+8%	+$37.6K	0.07%	123
2019 Q3	$451K	Sell	9,199 -3,955	-30%	-$194K	0.06%	130
2019 Q2	$677K	Sell	13,154 -154	-1%	-$7.93K	0.1%	110
2019 Q1	$688K	Buy	13,308 +252	+2%	+$13K	0.11%	109
2018 Q4	$616K	Sell	13,056 -1,591	-11%	-$75.1K	0.11%	106
2018 Q3	$758K	Buy	14,647 +2,826	+24%	+$146K	0.12%	108
2018 Q2	$621K	Buy	11,821 +4,853	+70%	+$255K	0.11%	110
2018 Q1	$407K	Buy	6,968 +464	+7%	+$27.1K	0.07%	122
2017 Q4	$370K	Buy	+6,504	New	+$370K	0.07%	136