Strategic Investment Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.8M | Buy |
527,810
+65,180
| +14% | +$4.7M | 2.54% | 8 |
|
|
2025
Q4 | $31.1M | Buy |
462,630
+35,886
| +8% | +$2.41M | 2.69% | 8 |
|
|
2025
Q3 | $28.2M | Buy |
426,744
+53,681
| +14% | +$3.35M | 2.54% | 8 |
|
|
2025
Q2 | $22.4M | Buy |
373,063
+41,946
| +13% | +$2.34M | 2.18% | 9 |
|
|
2025
Q1 | $17.9M | Buy |
331,117
+25,087
| +8% | +$1.35M | 1.89% | 13 |
|
|
2024
Q4 | $16M | Buy |
306,030
+27,502
| +10% | +$1.52M | 1.7% | 14 |
|
|
2024
Q3 | $16M | Buy |
278,528
+16,414
| +6% | +$888K | 1.75% | 12 |
|
|
2024
Q2 | $14M | Buy |
262,114
+21,204
| +9% | +$1.12M | 1.71% | 13 |
|
|
2024
Q1 | $12.4M | Buy |
240,910
+28,137
| +13% | +$1.41M | 1.6% | 15 |
|
|
2023
Q4 | $10.8M | Buy |
212,773
+21,377
| +11% | +$1.04M | 1.55% | 16 |
|
|
2023
Q3 | $9.11M | Buy |
+191,396
| New | +$9.47M | 1.5% | 16 |
|
|
2023
Q2 | – | Sell |
-169,870
| Closed | -$8.29M | – | 206 |
|
|
2023
Q1 | $8.29M | Buy |
169,870
+29,670
| +21% | +$1.46M | 1.5% | 14 |
|
|
2022
Q4 | $6.55M | Sell |
140,200
-2,251
| -2% | -$102K | 1.36% | 19 |
|
|
2022
Q3 | $6.12M | Buy |
142,451
+247
| +0.2% | +$11.8K | 1.38% | 16 |
|
|
2022
Q2 | $6.98M | Buy |
142,204
+12,319
| +9% | +$637K | 1.39% | 14 |
|
|
2022
Q1 | $7.21M | Buy |
129,885
+15,838
| +14% | +$915K | 1.36% | 15 |
|
|
2021
Q4 | $6.83M | Buy |
114,047
+20,479
| +22% | +$1.26M | 1.32% | 20 |
|
|
2021
Q3 | $5.78M | Buy |
93,568
+16,360
| +21% | +$1.04M | 1.27% | 22 |
|
|
2021
Q2 | $5.17M | Buy |
77,208
+7,702
| +11% | +$507K | 1.18% | 22 |
|
|
2021
Q1 | $4.47M | Buy |
69,506
+6,342
| +10% | +$417K | 1.16% | 26 |
|
|
2020
Q4 | $3.92M | Buy |
63,164
+38,246
| +153% | +$2.2M | 1.13% | 24 |
|
|
2020
Q3 | $1.32M | Buy |
24,918
+16,276
| +188% | +$853K | 0.44% | 54 |
|
|
2020
Q2 | $411K | Sell |
8,642
-27,549
| -76% | -$1.23M | 0.16% | 104 |
|
|
2020
Q1 | $1.47M | Buy |
36,191
+3,994
| +12% | +$196K | 0.67% | 43 |
|
|
2019
Q4 | $1.73M | Buy |
32,197
+27,852
| +641% | +$1.44M | 0.72% | 35 |
|
|
2019
Q3 | $213K | Sell |
4,345
-21,748
| -83% | -$1.08M | 0.1% | 153 |
|
|
2019
Q2 | $1.34M | Buy |
26,093
+7,836
| +43% | +$400K | 0.73% | 37 |
|
|
2019
Q1 | $944K | Buy |
18,257
+1,818
| +11% | +$92.1K | 0.65% | 39 |
|
|
2018
Q4 | $775K | Buy |
+16,439
| New | +$795K | 0.7% | 36 |
|