United Capital Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202M | Buy |
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|
2025
Q1 | $151M | Buy |
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|
2024
Q4 | $125M | Sell |
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|
2024
Q3 | $137M | Sell |
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|
2024
Q2 | $142M | Buy |
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|
2024
Q1 | $121M | Sell |
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|
2023
Q4 | $142M | Sell |
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|
2023
Q3 | $176M | Sell |
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|
2023
Q2 | $232M | Buy |
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|
2023
Q1 | $226M | Buy |
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|
2022
Q4 | $212M | Sell |
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|
2022
Q3 | $195M | Sell |
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|
2022
Q2 | $256M | Buy |
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|
2022
Q1 | $277M | Buy |
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|
2021
Q4 | $281M | Buy |
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|
2021
Q3 | $268M | Buy |
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|
2021
Q2 | $276M | Buy |
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|
2021
Q1 | $252M | Buy |
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|
2020
Q4 | $238M | Sell |
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|
2020
Q3 | $216M | Buy |
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|
2020
Q2 | $173M | Sell |
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|
2020
Q1 | $148M | Sell |
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|
2019
Q4 | $273M | Buy |
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|
2019
Q3 | $244M | Sell |
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|
2019
Q2 | $270M | Buy |
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|
2019
Q1 | $255M | Buy |
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|
2018
Q4 | $204M | Sell |
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|
2018
Q3 | $225M | Buy |
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|
2018
Q2 | $215M | Buy |
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|
2018
Q1 | $232M | Buy |
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|
2017
Q4 | $198M | Sell |
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|
2017
Q3 | $190M | Sell |
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|
2017
Q2 | $177M | Buy |
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|
2017
Q1 | $163M | Buy |
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|
2016
Q4 | $140M | Buy |
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|
2016
Q3 | $148M | Buy |
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|
2016
Q2 | $131M | Buy |
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|
2016
Q1 | $127M | Buy |
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|
2015
Q4 | $91.5M | Buy |
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|
2015
Q3 | $90.2M | Buy |
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|
2015
Q2 | $103M | Buy |
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|
2015
Q1 | $103M | Buy |
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|
2014
Q4 | $89M | Buy |
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|
2014
Q3 | $40.8M | Buy |
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|
2014
Q2 | $34.6M | Buy |
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|
2014
Q1 | $27.7M | Buy |
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|
2013
Q4 | $21.8M | Buy |
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|
2013
Q3 | $17.2M | Buy |
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|
2013
Q2 | $12.8M | Buy |
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