Visionary 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 | $884K | Buy |
14,732
+548
| +4% | +$32.9K | 0.05% | 288 |
|
|
2025
Q1 | $765K | Sell |
14,184
-731
| -5% | -$39.5K | 0.05% | 287 |
|
|
2024
Q4 | $779K | Buy |
14,915
+1,645
| +12% | +$85.9K | 0.05% | 292 |
|
|
2024
Q3 | $762K | Buy |
13,270
+331
| +3% | +$19K | 0.05% | 288 |
|
|
2024
Q2 | $693K | Buy |
12,939
+1,652
| +15% | +$88.4K | 0.05% | 282 |
|
|
2024
Q1 | $582K | Buy |
11,287
+733
| +7% | +$37.8K | 0.04% | 301 |
|
|
2023
Q4 | $534K | Sell |
10,554
-416
| -4% | -$21K | 0.04% | 305 |
|
|
2023
Q3 | $522K | Sell |
10,970
-900
| -8% | -$42.8K | 0.04% | 291 |
|
|
2023
Q2 | $585K | Buy |
11,870
+247
| +2% | +$12.2K | 0.05% | 268 |
|
|
2023
Q1 | $567K | Buy |
11,623
+1,171
| +11% | +$57.1K | 0.05% | 263 |
|
|
2022
Q4 | $488K | Buy |
+10,452
| New | +$488K | 0.05% | 241 |
|
|
2022
Q3 | – | Sell |
-4,426
| Closed | -$217K | – | 423 |
|
|
2022
Q2 | $217K | Sell |
4,426
-1,698
| -28% | -$83.3K | 0.02% | 382 |
|
|
2022
Q1 | $340K | Buy |
6,124
+875
| +17% | +$48.6K | 0.03% | 302 |
|
|
2021
Q4 | $314K | Sell |
5,249
-6,044
| -54% | -$362K | 0.03% | 288 |
|
|
2021
Q3 | $697K | Sell |
11,293
-10,379
| -48% | -$641K | 0.07% | 160 |
|
|
2021
Q2 | $1.45M | Buy |
21,672
+8,307
| +62% | +$557K | 0.15% | 125 |
|
|
2021
Q1 | $860K | Buy |
13,365
+3,385
| +34% | +$218K | 0.09% | 153 |
|
|
2020
Q4 | $619K | Buy |
9,980
+5,572
| +126% | +$346K | 0.07% | 171 |
|
|
2020
Q3 | $233K | Buy |
+4,408
| New | +$233K | 0.03% | 225 |
|