Sowell Financial Services’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 | $8.13M | Buy |
135,442
+4,821
| +4% | +$289K | 0.33% | 59 |
|
|
2025
Q1 | $7.05M | Buy |
130,621
+90
| +0.1% | +$4.86K | 0.32% | 64 |
|
|
2024
Q4 | $6.82M | Buy |
130,531
+20,873
| +19% | +$1.09M | 0.36% | 60 |
|
|
2024
Q3 | $6.3M | Sell |
109,658
-8,594
| -7% | -$493K | 0.29% | 84 |
|
|
2024
Q2 | $6.33M | Buy |
118,252
+2,586
| +2% | +$138K | 0.3% | 77 |
|
|
2024
Q1 | $5.97M | Sell |
115,666
-12,651
| -10% | -$653K | 0.28% | 90 |
|
|
2023
Q4 | $6.49M | Buy |
128,317
+34,402
| +37% | +$1.74M | 0.35% | 72 |
|
|
2023
Q3 | $4.47M | Buy |
93,915
+1,394
| +2% | +$66.3K | 0.28% | 93 |
|
|
2023
Q2 | $4.56M | Buy |
92,521
+26,156
| +39% | +$1.29M | 0.25% | 100 |
|
|
2023
Q1 | $3.24M | Sell |
66,365
-14,864
| -18% | -$725K | 0.25% | 94 |
|
|
2022
Q4 | $3.79M | Buy |
81,229
+24,661
| +44% | +$1.15M | 0.25% | 107 |
|
|
2022
Q3 | $2.43M | Buy |
+56,568
| New | +$2.43M | 0.25% | 111 |
|
|
2022
Q2 | – | Sell |
-55,424
| Closed | -$2.93M | – | 311 |
|
|
2022
Q1 | $2.93M | Sell |
55,424
-2,431
| -4% | -$128K | 0.51% | 37 |
|
|
2021
Q4 | $3.46M | Sell |
57,855
-110,389
| -66% | -$6.61M | 0.2% | 115 |
|
|
2021
Q3 | $10.4M | Buy |
168,244
+8,528
| +5% | +$527K | 0.7% | 27 |
|
|
2021
Q2 | $10.7M | Sell |
159,716
-4,212
| -3% | -$282K | 0.71% | 22 |
|
|
2021
Q1 | $10.8M | Buy |
163,928
+87,671
| +115% | +$5.76M | 0.37% | 56 |
|
|
2020
Q4 | $4.73M | Sell |
76,257
-16,898
| -18% | -$1.05M | 0.2% | 107 |
|
|
2020
Q3 | $4.92M | Buy |
93,155
+32,687
| +54% | +$1.73M | 0.25% | 92 |
|
|
2020
Q2 | $2.88M | Sell |
60,468
-18,054
| -23% | -$859K | 0.16% | 126 |
|
|
2020
Q1 | $3.18M | Sell |
78,522
-14,753
| -16% | -$597K | 0.24% | 101 |
|
|
2019
Q4 | $5.01M | Sell |
93,275
-47,854
| -34% | -$2.57M | 0.38% | 52 |
|
|
2019
Q3 | $6.92M | Buy |
+141,129
| New | +$6.92M | 0.57% | 35 |
|
|
2019
Q1 | $7.74M | Buy |
149,644
+63,352
| +73% | +$3.28M | 0.86% | 23 |
|
|
2018
Q4 | $4.07M | Buy |
+86,292
| New | +$4.07M | 0.58% | 38 |
|
|
2018
Q3 | – | Sell |
-118,873
| Closed | -$6.11M | – | 402 |
|
|
2018
Q2 | $6.11M | Sell |
118,873
-36,276
| -23% | -$1.86M | 1.3% | 18 |
|
|
2018
Q1 | $8.71M | Buy |
155,149
+36,121
| +30% | +$2.03M | 2.18% | 7 |
|
|
2017
Q4 | $7.18M | Buy |
119,028
+14,127
| +13% | +$852K | 1.75% | 7 |
|
|
2017
Q3 | $5.88M | Sell |
104,901
-20,307
| -16% | -$1.14M | 1.53% | 17 |
|
|
2017
Q2 | $6.68M | Buy |
125,208
+23,315
| +23% | +$1.24M | 1.9% | 11 |
|
|
2017
Q1 | $5.1M | Buy |
101,893
+57,466
| +129% | +$2.88M | 1.51% | 15 |
|
|
2016
Q4 | $2.09M | Buy |
+44,427
| New | +$2.09M | 0.7% | 39 |
|