Wade Financial Advisory’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
Q1 | $1.62M | Buy |
29,958
+1,608
| +6% | +$86.8K | 0.55% | 28 |
|
|
2024
Q4 | $1.48M | Sell |
28,350
-171
| -0.6% | -$8.93K | 0.5% | 30 |
|
|
2024
Q3 | $1.64M | Sell |
28,521
-673
| -2% | -$38.6K | 0.55% | 29 |
|
|
2024
Q2 | $1.56M | Sell |
29,194
-3,859
| -12% | -$207K | 0.56% | 28 |
|
|
2024
Q1 | $1.71M | Sell |
33,053
-13,097
| -28% | -$676K | 0.62% | 29 |
|
|
2023
Q4 | $2.33M | Buy |
46,150
+1,223
| +3% | +$61.9K | 0.88% | 26 |
|
|
2023
Q3 | $2.14M | Sell |
44,927
-74
| -0.2% | -$3.52K | 0.92% | 26 |
|
|
2023
Q2 | $2.22M | Sell |
45,001
-1,510
| -3% | -$74.4K | 0.88% | 27 |
|
|
2023
Q1 | $2.27M | Sell |
46,511
-2,327
| -5% | -$114K | 0.95% | 28 |
|
|
2022
Q4 | $2.28M | Buy |
48,838
+33,602
| +221% | +$1.57M | 1.03% | 27 |
|
|
2022
Q3 | $655K | Sell |
15,236
-31,042
| -67% | -$1.33M | 0.33% | 41 |
|
|
2022
Q2 | $2.27M | Buy |
46,278
+31,138
| +206% | +$1.53M | 1.08% | 28 |
|
|
2022
Q1 | $841K | Buy |
15,140
+8,113
| +115% | +$451K | 0.36% | 40 |
|
|
2021
Q4 | $421K | Hold |
7,027
| – | – | 0.22% | 50 |
|
|
2021
Q3 | $434K | Sell |
7,027
-25
| -0.4% | -$1.54K | 0.24% | 49 |
|
|
2021
Q2 | $472K | Buy |
7,052
+31
| +0.4% | +$2.08K | 0.26% | 48 |
|
|
2021
Q1 | $452K | Hold |
7,021
| – | – | 0.29% | 46 |
|
|
2020
Q4 | $436K | Hold |
7,021
| – | – | 0.29% | 46 |
|
|
2020
Q3 | $371K | Sell |
7,021
-40
| -0.6% | -$2.11K | 0.29% | 49 |
|
|
2020
Q2 | $336K | Buy |
7,061
+275
| +4% | +$13.1K | 0.29% | 51 |
|
|
2020
Q1 | $275K | Buy |
+6,786
| New | +$275K | 0.27% | 52 |
|