TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.6M | Buy |
33,691
+4,219
| +14% | +$201K | 0.67% | 26 |
|
|
2020
Q1 | $1.19M | Sell |
29,472
-8,159
| -22% | -$330K | 0.58% | 35 |
|
|
2019
Q4 | $2.02M | Buy |
37,631
+672
| +2% | +$36.1K | 0.82% | 21 |
|
|
2019
Q3 | $1.81M | Buy |
36,959
+183
| +0.5% | +$8.97K | 0.78% | 23 |
|
|
2019
Q2 | $1.89M | Sell |
36,776
-8,810
| -19% | -$453K | 0.84% | 20 |
|
|
2019
Q1 | $2.36M | Buy |
45,586
+9,086
| +25% | +$470K | 1.09% | 16 |
|
|
2018
Q4 | $1.72M | Sell |
36,500
-9,530
| -21% | -$449K | 0.87% | 18 |
|
|
2018
Q3 | $2.38M | Buy |
46,030
+11,115
| +32% | +$575K | 1.09% | 12 |
|
|
2018
Q2 | $1.83M | Buy |
34,915
+4,812
| +16% | +$253K | 0.87% | 16 |
|
|
2018
Q1 | $1.76M | Buy |
30,103
+1,383
| +5% | +$80.8K | 0.89% | 16 |
|
|
2017
Q4 | $1.63M | Buy |
+28,720
| New | +$1.63M | 0.77% | 20 |
|