Topel & Distasi 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 | – | Sell |
-31,951
| Closed | -$1.72M | – | 65 |
|
|
2025
Q1 | $1.72M | Sell |
31,951
-1,788
| -5% | -$96.5K | 0.81% | 33 |
|
|
2024
Q4 | $1.76M | Sell |
33,739
-79
| -0.2% | -$4.13K | 0.75% | 33 |
|
|
2024
Q3 | $1.94M | Buy |
33,818
+11,223
| +50% | +$644K | 0.8% | 34 |
|
|
2024
Q2 | $1.21M | Hold |
22,595
| – | – | 0.53% | 38 |
|
|
2024
Q1 | $1.17M | Buy |
+22,595
| New | +$1.17M | 0.52% | 39 |
|