Sunesis Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,278
| Closed | -$229K | – | 46 |
|
|
2024
Q2 | $229K | Sell |
4,278
-3,382
| -44% | -$181K | 0.14% | 43 |
|
|
2024
Q1 | $395K | Hold |
7,660
| – | – | 0.23% | 38 |
|
|
2023
Q4 | $387K | Hold |
7,660
| – | – | 0.24% | 43 |
|
|
2023
Q3 | $365K | Buy |
+7,660
| New | +$365K | 0.26% | 44 |
|
|
2023
Q1 | $374K | Sell |
7,660
-66,213
| -90% | -$3.23M | 0.27% | 45 |
|
|
2022
Q4 | $3.45M | Hold |
73,873
| – | – | 2.21% | 9 |
|
|
2022
Q3 | $3.18M | Hold |
73,873
| – | – | 2.19% | 9 |
|
|
2022
Q2 | $3.62M | Sell |
73,873
-946
| -1% | -$46.4K | 2.35% | 9 |
|
|
2022
Q1 | $4.16M | Buy |
+74,819
| New | +$4.16M | 2.41% | 9 |
|