True Link 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 | $336K | Sell |
5,599
-622
| -10% | -$37.3K | 0.02% | 61 |
|
|
2025
Q1 | $336K | Sell |
6,221
-289
| -4% | -$15.6K | 0.03% | 71 |
|
|
2024
Q4 | $340K | Buy |
6,510
+60
| +0.9% | +$3.13K | 0.03% | 50 |
|
|
2024
Q3 | $370K | Buy |
6,450
+1,307
| +25% | +$75K | 0.03% | 48 |
|
|
2024
Q2 | $275K | Sell |
5,143
-3,129
| -38% | -$167K | 0.03% | 56 |
|
|
2024
Q1 | $427K | Buy |
8,272
+74
| +0.9% | +$3.82K | 0.04% | 45 |
|
|
2023
Q4 | $415K | Sell |
8,198
-516,539
| -98% | -$26.1M | 0.04% | 43 |
|
|
2023
Q3 | $25M | Buy |
524,737
+19,361
| +4% | +$921K | 3% | 12 |
|
|
2023
Q2 | $24.9M | Buy |
505,376
+19,626
| +4% | +$967K | 3.01% | 10 |
|
|
2023
Q1 | $23.7M | Buy |
485,750
+24,632
| +5% | +$1.2M | 2.97% | 12 |
|
|
2022
Q4 | $21.5M | Buy |
461,118
+47,072
| +11% | +$2.2M | 2.92% | 13 |
|
|
2022
Q3 | $17.8M | Buy |
414,046
+239,545
| +137% | +$10.3M | 2.58% | 13 |
|
|
2022
Q2 | $8.56M | Buy |
174,501
+62,653
| +56% | +$3.07M | 1.29% | 16 |
|
|
2022
Q1 | $6.21M | Buy |
111,848
+65,780
| +143% | +$3.65M | 0.9% | 14 |
|
|
2021
Q4 | $2.76M | Sell |
46,068
-3,313
| -7% | -$198K | 0.37% | 23 |
|
|
2021
Q3 | $3.05M | Buy |
49,381
+2,370
| +5% | +$146K | 0.42% | 21 |
|
|
2021
Q2 | $3.15M | Buy |
47,011
+2,452
| +6% | +$164K | 0.46% | 21 |
|
|
2021
Q1 | $2.87M | Buy |
44,559
+5,379
| +14% | +$346K | 0.42% | 26 |
|
|
2020
Q4 | $2.43M | Buy |
+39,180
| New | +$2.43M | 0.38% | 29 |
|