Vertex Planning Partners’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 | $3.04M | Buy |
50,638
+24,555
| +94% | +$1.47M | 0.63% | 36 |
|
|
2025
Q1 | $1.41M | Buy |
26,083
+12,379
| +90% | +$668K | 0.31% | 52 |
|
|
2024
Q4 | $716K | Buy |
13,704
+17
| +0.1% | +$888 | 0.16% | 80 |
|
|
2024
Q3 | $786K | Sell |
13,687
-6,223
| -31% | -$357K | 0.19% | 61 |
|
|
2024
Q2 | $1.07M | Buy |
19,910
+7,405
| +59% | +$396K | 0.28% | 47 |
|
|
2024
Q1 | $645K | Sell |
12,505
-4,198
| -25% | -$217K | 0.18% | 66 |
|
|
2023
Q4 | $845K | Buy |
16,703
+162
| +1% | +$8.19K | 0.25% | 50 |
|
|
2023
Q3 | $787K | Sell |
16,541
-8,550
| -34% | -$407K | 0.27% | 47 |
|
|
2023
Q2 | $1.24M | Buy |
25,091
+1,777
| +8% | +$87.6K | 0.42% | 39 |
|
|
2023
Q1 | $1.14M | Buy |
+23,314
| New | +$1.14M | 0.43% | 36 |
|