Tobias Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
33,195
+1,527
| +5% | +$91.7K | 0.34% | 48 |
|
|
2025
Q1 | $1.71M | Buy |
31,668
+1,639
| +5% | +$88.5K | 0.33% | 43 |
|
|
2024
Q4 | $1.57M | Buy |
30,029
+22
| +0.1% | +$1.15K | 0.32% | 46 |
|
|
2024
Q3 | $1.72M | Buy |
30,007
+2,459
| +9% | +$141K | 0.35% | 41 |
|
|
2024
Q2 | $1.47M | Sell |
27,548
-1,873
| -6% | -$100K | 0.32% | 42 |
|
|
2024
Q1 | $1.52M | Buy |
29,421
+97
| +0.3% | +$5.01K | 0.34% | 42 |
|
|
2023
Q4 | $1.48M | Buy |
29,324
+1,093
| +4% | +$55.3K | 0.36% | 42 |
|
|
2023
Q3 | $1.34M | Hold |
28,231
| – | – | 0.35% | 47 |
|
|
2023
Q2 | $1.39M | Hold |
28,231
| – | – | 0.38% | 43 |
|
|
2023
Q1 | $1.38M | Sell |
28,231
-124
| -0.4% | -$6.05K | 0.4% | 41 |
|
|
2022
Q4 | $1.32M | Sell |
28,355
-21,805
| -43% | -$1.02M | 0.44% | 41 |
|
|
2022
Q3 | $2.16M | Sell |
50,160
-10,847
| -18% | -$466K | 0.76% | 31 |
|
|
2022
Q2 | $2.99M | Buy |
61,007
+35,422
| +138% | +$1.74M | 1.01% | 25 |
|
|
2022
Q1 | $1.42M | Buy |
+25,585
| New | +$1.42M | 0.49% | 39 |
|
|
2021
Q4 | – | Sell |
-26,174
| Closed | -$1.62M | – | 85 |
|
|
2021
Q3 | $1.62M | Hold |
26,174
| – | – | 0.6% | 34 |
|
|
2021
Q2 | $1.75M | Hold |
26,174
| – | – | 0.69% | 32 |
|
|
2021
Q1 | $1.69M | Buy |
26,174
+18
| +0.1% | +$1.16K | 0.71% | 30 |
|
|
2020
Q4 | $1.62M | Hold |
26,156
| – | – | 0.74% | 31 |
|
|
2020
Q3 | $1.38M | Sell |
26,156
-295
| -1% | -$15.6K | 0.76% | 31 |
|
|
2020
Q2 | $1.26M | Buy |
+26,451
| New | +$1.26M | 0.74% | 31 |
|
|
2020
Q1 | – | Sell |
-39
| Closed | -$2K | – | 153 |
|
|
2019
Q4 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 251 |
|