SFSG
Sound Financial Strategies Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-62,473
| Closed | -$3.07M | – | 41 |
|
|
2022
Q2 | $3.07M | Buy |
+62,473
| New | +$3.07M | 2.4% | 5 |
|
|
2021
Q3 | – | Sell |
-4,796
| Closed | -$321K | – | 85 |
|
|
2021
Q2 | $321K | Sell |
4,796
-1,886
| -28% | -$126K | 0.16% | 73 |
|
|
2021
Q1 | $430K | Buy |
6,682
+2,084
| +45% | +$134K | 0.22% | 72 |
|
|
2020
Q4 | $285K | Sell |
4,598
-673
| -13% | -$41.7K | 0.16% | 70 |
|
|
2020
Q3 | $278K | Sell |
5,271
-42
| -0.8% | -$2.22K | 0.18% | 59 |
|
|
2020
Q2 | $253K | Buy |
5,313
+31
| +0.6% | +$1.48K | 0.16% | 59 |
|
|
2020
Q1 | $214K | Sell |
5,282
-40
| -0.8% | -$1.62K | 0.15% | 59 |
|
|
2019
Q4 | $286K | Buy |
+5,322
| New | +$286K | 0.18% | 61 |
|