Symphony Financial’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 | $5.38M | Buy |
76,237
+429
| +0.6% | +$30.3K | 0.71% | 39 |
|
|
2025
Q1 | $3.95M | Buy |
75,808
+27,446
| +57% | +$1.43M | 2.34% | 10 |
|
|
2024
Q4 | $2.56M | Buy |
48,362
+1,379
| +3% | +$73K | 0.4% | 54 |
|
|
2024
Q3 | $2.74M | Buy |
46,983
+2,721
| +6% | +$159K | 0.45% | 53 |
|
|
2024
Q2 | $2.37M | Buy |
44,262
+31,173
| +238% | +$1.67M | 0.43% | 55 |
|
|
2024
Q1 | $675K | Sell |
13,089
-25,625
| -66% | -$1.32M | 0.16% | 105 |
|
|
2023
Q4 | $1.9M | Sell |
38,714
-50,977
| -57% | -$2.51M | 0.41% | 62 |
|
|
2023
Q3 | $4.22M | Buy |
89,691
+4,410
| +5% | +$208K | 1.03% | 22 |
|
|
2023
Q2 | $4.18M | Buy |
85,281
+6,319
| +8% | +$310K | 1.03% | 26 |
|
|
2023
Q1 | $3.85M | Buy |
78,962
+1,159
| +1% | +$56.6K | 1% | 26 |
|
|
2022
Q4 | $3.84M | Buy |
77,803
+29,552
| +61% | +$1.46M | 1.01% | 25 |
|
|
2022
Q3 | $2.08M | Sell |
48,251
-99,851
| -67% | -$4.31M | 0.68% | 36 |
|
|
2022
Q2 | $7.22M | Sell |
148,102
-27,536
| -16% | -$1.34M | 2.14% | 12 |
|
|
2022
Q1 | $9.4M | Sell |
175,638
-89,271
| -34% | -$4.78M | 2.21% | 12 |
|
|
2021
Q4 | $15.9M | Buy |
264,909
+92,819
| +54% | +$5.58M | 4.42% | 3 |
|
|
2021
Q3 | $10.5M | Buy |
172,090
+17,390
| +11% | +$1.07M | 3.67% | 4 |
|
|
2021
Q2 | $10.4M | Sell |
154,700
-12,230
| -7% | -$819K | 3.52% | 5 |
|
|
2021
Q1 | $14.5M | Buy |
166,930
+122,283
| +274% | +$10.6M | 3.83% | 4 |
|
|
2020
Q4 | $2.79M | Buy |
+44,647
| New | +$2.79M | 1% | 24 |
|