Tolleson Wealth Management’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
$1M Sell
16,698
-1,848
-10% -$111K 0.17% 42
2025
Q1
$1M Buy
18,546
+1,508
+9% +$81.4K 0.19% 42
2024
Q4
$890K Sell
17,038
-9,560
-36% -$499K 0.18% 48
2024
Q3
$1.53M Buy
26,598
+341
+1% +$19.6K 0.29% 29
2024
Q2
$1.41M Hold
26,257
0.28% 35
2024
Q1
$1.36M Sell
26,257
-82
-0.3% -$4.23K 0.27% 35
2023
Q4
$1.33M Buy
26,339
+19,776
+301% +$1M 0.27% 38
2023
Q3
$312K Buy
+6,563
New +$312K 0.08% 68