TrueWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,010
| Closed | -$268K | – | 232 |
|
|
2024
Q2 | $268K | Buy |
+5,010
| New | +$268K | 0.1% | 185 |
|
|
2024
Q1 | – | Sell |
-5,276
| Closed | -$267K | – | 212 |
|
|
2023
Q4 | $267K | Buy |
+5,276
| New | +$267K | 0.1% | 152 |
|
|
2023
Q3 | – | Sell |
-6,111
| Closed | -$301K | – | 200 |
|
|
2023
Q2 | $301K | Buy |
6,111
+370
| +6% | +$18.2K | 0.12% | 129 |
|
|
2023
Q1 | $280K | Buy |
+5,741
| New | +$280K | 0.12% | 144 |
|