VERITY Wealth 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 | $720K | Buy |
11,996
+91
| +0.8% | +$5.46K | 0.48% | 40 |
|
|
2025
Q1 | $642K | Hold |
11,905
| – | – | 0.48% | 40 |
|
|
2024
Q4 | $622K | Buy |
11,905
+162
| +1% | +$8.46K | 0.45% | 41 |
|
|
2024
Q3 | $674K | Sell |
11,743
-101
| -0.9% | -$5.8K | 0.47% | 40 |
|
|
2024
Q2 | $634K | Buy |
11,844
+208
| +2% | +$11.1K | 0.47% | 39 |
|
|
2024
Q1 | $600K | Buy |
11,636
+4,139
| +55% | +$214K | 0.46% | 43 |
|
|
2023
Q4 | $379K | Sell |
7,497
-44
| -0.6% | -$2.23K | 0.33% | 54 |
|
|
2023
Q3 | $359K | Sell |
7,541
-310
| -4% | -$14.8K | 0.34% | 53 |
|
|
2023
Q2 | $387K | Sell |
7,851
-313
| -4% | -$15.4K | 0.35% | 52 |
|
|
2023
Q1 | $398K | Buy |
8,164
+1,138
| +16% | +$55.5K | 0.37% | 54 |
|
|
2022
Q4 | $328K | Buy |
7,026
+98
| +1% | +$4.58K | 0.32% | 57 |
|
|
2022
Q3 | $298K | Hold |
6,928
| – | – | 0.31% | 56 |
|
|
2022
Q2 | $340K | Buy |
6,928
+85
| +1% | +$4.17K | 0.33% | 51 |
|
|
2022
Q1 | $380K | Hold |
6,843
| – | – | 0.34% | 45 |
|
|
2021
Q4 | $410K | Buy |
6,843
+158
| +2% | +$9.47K | 0.34% | 44 |
|
|
2021
Q3 | $413K | Hold |
6,685
| – | – | 0.37% | 42 |
|
|
2021
Q2 | $448K | Buy |
6,685
+47
| +0.7% | +$3.15K | 0.41% | 40 |
|
|
2021
Q1 | $427K | Hold |
6,638
| – | – | 0.38% | 40 |
|
|
2020
Q4 | $412K | Buy |
6,638
+79
| +1% | +$4.9K | 0.37% | 39 |
|
|
2020
Q3 | $346K | Hold |
6,559
| – | – | 0.35% | 38 |
|
|
2020
Q2 | $312K | Buy |
6,559
+59
| +0.9% | +$2.81K | 0.33% | 38 |
|
|
2020
Q1 | $263K | Hold |
6,500
| – | – | 0.36% | 38 |
|
|
2019
Q4 | $349K | Sell |
6,500
-409
| -6% | -$22K | 0.34% | 40 |
|
|
2019
Q3 | $339K | Hold |
6,909
| – | – | 0.33% | 40 |
|
|
2019
Q2 | $355K | Buy |
6,909
+60
| +0.9% | +$3.08K | 0.35% | 41 |
|
|
2019
Q1 | $354K | Hold |
6,849
| – | – | 0.36% | 39 |
|
|
2018
Q4 | $323K | Buy |
+6,849
| New | +$323K | 0.37% | 39 |
|