SFA
Source Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $252K | Sell |
4,396
-255
| -5% | -$14.6K | 0.07% | 103 |
|
|
2024
Q2 | $249K | Buy |
4,651
+6
| +0.1% | +$321 | 0.08% | 100 |
|
|
2024
Q1 | $240K | Sell |
4,645
-18,975
| -80% | -$979K | 0.07% | 107 |
|
|
2023
Q4 | $1.19M | Sell |
23,620
-494
| -2% | -$25K | 0.37% | 45 |
|
|
2023
Q3 | $1.15M | Buy |
24,114
+11,112
| +85% | +$529K | 0.39% | 49 |
|
|
2023
Q2 | $641K | Sell |
13,002
-8,732
| -40% | -$430K | 0.21% | 67 |
|
|
2023
Q1 | $1.06M | Sell |
21,734
-21,144
| -49% | -$1.03M | 0.36% | 44 |
|
|
2022
Q4 | $2M | Sell |
42,878
-3,823
| -8% | -$179K | 0.75% | 30 |
|
|
2022
Q3 | $2.01M | Buy |
46,701
+16,616
| +55% | +$714K | 0.79% | 31 |
|
|
2022
Q2 | $1.48M | Sell |
30,085
-1,056
| -3% | -$51.8K | 0.58% | 40 |
|
|
2022
Q1 | $1.73M | Sell |
31,141
-20,471
| -40% | -$1.14M | 0.51% | 37 |
|
|
2021
Q4 | $3.09M | Sell |
51,612
-28,438
| -36% | -$1.7M | 0.83% | 27 |
|
|
2021
Q3 | $4.94M | Sell |
80,050
-1,260
| -2% | -$77.8K | 1.28% | 19 |
|
|
2021
Q2 | $5.45M | Sell |
81,310
-7,586
| -9% | -$508K | 1.4% | 18 |
|
|
2021
Q1 | $5.72M | Buy |
88,896
+11,405
| +15% | +$734K | 1.53% | 16 |
|
|
2020
Q4 | $4.81M | Buy |
+77,491
| New | +$4.81M | 1.3% | 18 |
|