WBH 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
Q2 | $6.89M | Sell |
114,816
-2,862
| -2% | -$172K | 0.59% | 42 |
|
2025
Q1 | $6.35M | Sell |
117,678
-924
| -0.8% | -$49.9K | 0.59% | 45 |
|
2024
Q4 | $6.19M | Buy |
118,602
+1,847
| +2% | +$96.5K | 0.57% | 44 |
|
2024
Q3 | $6.7M | Buy |
116,755
+177
| +0.2% | +$10.2K | 0.63% | 43 |
|
2024
Q2 | $6.24M | Sell |
116,578
-2,338
| -2% | -$125K | 0.63% | 42 |
|
2024
Q1 | $6.14M | Buy |
118,916
+2,621
| +2% | +$135K | 0.63% | 43 |
|
2023
Q4 | $5.88M | Sell |
116,295
-41,621
| -26% | -$2.11M | 0.65% | 42 |
|
2023
Q3 | $7.52M | Buy |
157,916
+9,828
| +7% | +$468K | 0.92% | 32 |
|
2023
Q2 | $7.3M | Sell |
148,088
-10,088
| -6% | -$497K | 0.86% | 33 |
|
2023
Q1 | $7.72M | Buy |
+158,176
| New | +$7.72M | 0.96% | 30 |
|
2022
Q3 | $4.85M | Sell |
112,747
-15,710
| -12% | -$675K | 0.7% | 40 |
|
2022
Q2 | $6.13M | Sell |
128,457
-9,148
| -7% | -$437K | 0.82% | 38 |
|
2022
Q1 | $7.17M | Buy |
137,605
+14,925
| +12% | +$778K | 0.88% | 36 |
|
2021
Q4 | $7.34M | Buy |
122,680
+29,285
| +31% | +$1.75M | 0.84% | 30 |
|
2021
Q3 | $5.77M | Sell |
93,395
-16,986
| -15% | -$1.05M | 0.78% | 34 |
|
2021
Q2 | $6.97M | Buy |
110,381
+23,545
| +27% | +$1.49M | 1.02% | 24 |
|
2021
Q1 | $5.59M | Buy |
86,836
+3,914
| +5% | +$252K | 0.9% | 30 |
|
2020
Q4 | $5.58M | Buy |
82,922
+6,893
| +9% | +$463K | 0.96% | 26 |
|
2020
Q3 | $4.01M | Buy |
76,029
+5,920
| +8% | +$313K | 0.81% | 33 |
|
2020
Q2 | $3.34M | Buy |
70,109
+8,568
| +14% | +$408K | 0.81% | 34 |
|
2020
Q1 | $2.49K | Buy |
61,541
+3,744
| +6% | +$151 | 0.58% | 37 |
|
2019
Q4 | $3.11M | Buy |
57,797
+3,245
| +6% | +$174K | 0.64% | 37 |
|
2019
Q3 | $2.67M | Buy |
54,552
+5,541
| +11% | +$272K | 0.6% | 40 |
|
2019
Q2 | $2.52M | Buy |
49,011
+5,827
| +13% | +$300K | 0.58% | 40 |
|
2019
Q1 | $2.23M | Buy |
43,184
+868
| +2% | +$44.9K | 0.53% | 44 |
|
2018
Q4 | $2K | Sell |
42,316
-21,259
| -33% | -$1K | 0.48% | 44 |
|
2018
Q3 | $3.29M | Sell |
63,575
-2,141
| -3% | -$111K | 0.8% | 29 |
|
2018
Q2 | $3.45M | Buy |
65,716
+11,254
| +21% | +$591K | 0.89% | 27 |
|
2018
Q1 | $3.18M | Buy |
54,462
+3,052
| +6% | +$178K | 0.86% | 27 |
|
2017
Q4 | $2.93M | Buy |
51,410
+5,214
| +11% | +$297K | 0.78% | 30 |
|
2017
Q3 | $2.5M | Buy |
46,196
+4,187
| +10% | +$226K | 0.7% | 35 |
|
2017
Q2 | $2.1M | Buy |
42,009
+25,445
| +154% | +$1.27M | 0.59% | 39 |
|
2017
Q1 | $791K | Buy |
16,564
+6,624
| +67% | +$316K | 0.24% | 93 |
|
2016
Q4 | $421K | Buy |
+9,940
| New | +$421K | 0.14% | 146 |
|