Summit Wealth Group’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 | $572K | Buy |
9,523
+2,893
| +44% | +$174K | 0.15% | 57 |
|
|
2025
Q1 | $358K | Buy |
6,630
+1,553
| +31% | +$83.9K | 0.1% | 69 |
|
|
2024
Q4 | $265K | Buy |
5,077
+95
| +2% | +$4.96K | 0.08% | 82 |
|
|
2024
Q3 | $286K | Hold |
4,982
| – | – | 0.08% | 78 |
|
|
2024
Q2 | $267K | Sell |
4,982
-445
| -8% | -$23.8K | 0.08% | 75 |
|
|
2024
Q1 | $280K | Buy |
5,427
+173
| +3% | +$8.93K | 0.19% | 34 |
|
|
2023
Q4 | $266K | Sell |
5,254
-263
| -5% | -$13.3K | 0.21% | 32 |
|
|
2023
Q3 | $263K | Hold |
5,517
| – | – | 0.23% | 32 |
|
|
2023
Q2 | $272K | Sell |
5,517
-578,266
| -99% | -$28.5M | 0.11% | 61 |
|
|
2023
Q1 | $12K | Buy |
583,783
+558,770
| +2,234% | +$11.5K | 0.29% | 35 |
|
|
2022
Q4 | $1.17M | Buy |
+25,013
| New | +$1.17M | 1.23% | 16 |
|
|
2022
Q1 | – | Sell |
-4,073
| Closed | -$244K | – | 31 |
|
|
2021
Q4 | $244K | Buy |
+4,073
| New | +$244K | 0.28% | 26 |
|
|
2021
Q3 | – | Sell |
-1,673
| Closed | -$112K | – | 136 |
|
|
2021
Q2 | $112K | Buy |
1,673
+1,125
| +205% | +$75.3K | 0.17% | 38 |
|
|
2021
Q1 | $35K | Buy |
+548
| New | +$35K | 0.06% | 56 |
|