WealthPlan Investment Management’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 | $16.1M | Buy |
268,726
+7,225
| +3% | +$434K | 1.17% | 20 |
|
|
2025
Q1 | $14.1M | Sell |
261,501
-45,400
| -15% | -$2.45M | 1.39% | 14 |
|
|
2024
Q4 | $16M | Buy |
306,901
+25,305
| +9% | +$1.32M | 1.58% | 11 |
|
|
2024
Q3 | $16.2M | Buy |
+281,596
| New | +$16.2M | 1.64% | 9 |
|
|
2023
Q1 | – | Sell |
-271,924
| Closed | -$13.6M | – | 494 |
|
|
2022
Q4 | $13.6M | Buy |
271,924
+33,292
| +14% | +$1.66M | 0.95% | 38 |
|
|
2022
Q3 | $11.4M | Buy |
+238,632
| New | +$11.4M | 0.83% | 45 |
|
|
2022
Q1 | $11.4M | Buy |
+218,879
| New | +$11.4M | 0.79% | 46 |
|