TPG 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 | $861K | Buy |
14,347
+607
| +4% | +$36.4K | 0.34% | 36 |
|
|
2025
Q1 | $742K | Buy |
13,740
+474
| +4% | +$25.6K | 0.33% | 35 |
|
|
2024
Q4 | $693K | Sell |
13,266
-4,497
| -25% | -$235K | 0.3% | 38 |
|
|
2024
Q3 | $1.02M | Buy |
17,763
+990
| +6% | +$56.8K | 0.46% | 32 |
|
|
2024
Q2 | $898K | Buy |
+16,773
| New | +$898K | 0.43% | 33 |
|
|
2023
Q4 | $628K | Buy |
12,605
+291
| +2% | +$14.5K | 0.32% | 36 |
|
|
2023
Q3 | $586K | Buy |
12,314
+1,372
| +13% | +$65.3K | 0.3% | 36 |
|
|
2023
Q2 | $539K | Buy |
10,942
+3,866
| +55% | +$191K | 0.28% | 35 |
|
|
2023
Q1 | $345K | Sell |
7,076
-963
| -12% | -$47K | 0.19% | 38 |
|
|
2022
Q4 | $375K | Buy |
8,039
+1,025
| +15% | +$47.9K | 0.23% | 36 |
|
|
2022
Q3 | $301K | Sell |
7,014
-409
| -6% | -$17.6K | 0.18% | 37 |
|
|
2022
Q2 | $364K | Buy |
7,423
+29
| +0.4% | +$1.42K | 0.24% | 31 |
|
|
2022
Q1 | $411K | Buy |
7,394
+853
| +13% | +$47.4K | 0.25% | 32 |
|
|
2021
Q4 | $392K | Sell |
6,541
-4,167
| -39% | -$250K | 0.24% | 32 |
|
|
2021
Q3 | $661K | Buy |
10,708
+104
| +1% | +$6.42K | 0.44% | 23 |
|
|
2021
Q2 | $710K | Buy |
10,604
+17
| +0.2% | +$1.14K | 0.5% | 21 |
|
|
2021
Q1 | $681K | Sell |
10,587
-2,630
| -20% | -$169K | 0.47% | 23 |
|
|
2020
Q4 | $820K | Buy |
13,217
+630
| +5% | +$39.1K | 0.61% | 20 |
|
|
2020
Q3 | $665K | Sell |
12,587
-630
| -5% | -$33.3K | 0.57% | 21 |
|
|
2020
Q2 | $629K | Buy |
+13,217
| New | +$629K | 0.56% | 22 |
|