WealthPLAN 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 | $2.32M | Buy |
38,583
+17,086
| +79% | +$1.03M | 0.37% | 86 |
|
|
2025
Q1 | $1.16M | Buy |
21,497
+7,150
| +50% | +$386K | 0.16% | 121 |
|
|
2024
Q4 | $749K | Sell |
14,347
-2,278
| -14% | -$119K | 0.11% | 135 |
|
|
2024
Q3 | $954K | Sell |
16,625
-274,616
| -94% | -$15.8M | 0.13% | 128 |
|
|
2024
Q2 | $15.6M | Buy |
291,241
+24,375
| +9% | +$1.3M | 1.67% | 11 |
|
|
2024
Q1 | $13.8M | Sell |
266,866
-11,216
| -4% | -$579K | 1.43% | 15 |
|
|
2023
Q4 | $14.1M | Buy |
278,082
+9,401
| +3% | +$476K | 1.45% | 10 |
|
|
2023
Q3 | $12.8M | Buy |
268,681
+1,228
| +0.5% | +$58.4K | 1.49% | 11 |
|
|
2023
Q2 | $13.2M | Sell |
267,453
-2,614
| -1% | -$129K | 1.86% | 8 |
|
|
2023
Q1 | $13.2M | Sell |
270,067
-1,844
| -0.7% | -$90K | 1.5% | 10 |
|
|
2022
Q4 | $13.5M | Buy |
+271,911
| New | +$13.5M | 0.95% | 39 |
|
|
2022
Q1 | $11.4M | Buy |
218,879
+4,155
| +2% | +$217K | 0.79% | 46 |
|
|
2021
Q4 | $12.8M | Buy |
214,724
+12,922
| +6% | +$770K | 0.84% | 42 |
|
|
2021
Q3 | $12.4M | Buy |
201,802
+23,297
| +13% | +$1.44M | 0.83% | 43 |
|
|
2021
Q2 | $11.4M | Buy |
178,505
+8,489
| +5% | +$542K | 0.8% | 47 |
|
|
2021
Q1 | $11M | Buy |
170,016
+3,743
| +2% | +$242K | 0.85% | 41 |
|
|
2020
Q4 | $11.1M | Buy |
166,273
+5,134
| +3% | +$343K | 0.95% | 30 |
|
|
2020
Q3 | $9.19M | Sell |
161,139
-40
| -0% | -$2.28K | 0.9% | 33 |
|
|
2020
Q2 | $8.54M | Sell |
161,179
-207
| -0.1% | -$11K | 0.88% | 32 |
|
|
2020
Q1 | $7.03M | Buy |
+161,386
| New | +$7.03M | 0.91% | 31 |
|
|
2019
Q3 | – | Sell |
-24,122
| Closed | -$1.16M | – | 237 |
|
|
2019
Q2 | $1.16M | Sell |
24,122
-2,724
| -10% | -$131K | 0.17% | 96 |
|
|
2019
Q1 | $1.33M | Sell |
26,846
-577
| -2% | -$28.7K | 0.21% | 89 |
|
|
2018
Q4 | $1.39M | Buy |
+27,423
| New | +$1.39M | 0.22% | 89 |
|
|
2018
Q3 | – | Sell |
-5,686
| Closed | -$299K | – | 266 |
|
|
2018
Q2 | $299K | Sell |
5,686
-435
| -7% | -$22.9K | 0.06% | 189 |
|
|
2018
Q1 | $358K | Buy |
6,121
+1,343
| +28% | +$78.5K | 0.08% | 180 |
|
|
2017
Q4 | $272K | Buy |
4,778
+437
| +10% | +$24.9K | 0.07% | 167 |
|
|
2017
Q3 | $235K | Buy |
4,341
+129
| +3% | +$6.98K | 0.07% | 165 |
|
|
2017
Q2 | $211K | Buy |
+4,212
| New | +$211K | 0.06% | 162 |
|
|
2016
Q3 | $67.3K | Buy |
1,482
+291
| +24% | +$13.2K | 0.02% | 285 |
|
|
2016
Q2 | $22.5K | Buy |
+1,191
| New | +$22.5K | ﹤0.01% | 1344 |
|
|
2015
Q4 | $923 | Buy |
+1,460
| New | +$923 | ﹤0.01% | 1555 |
|
|
2015
Q2 | $14K | Buy |
300
+150
| +100% | +$7K | 0.01% | 286 |
|
|
2015
Q1 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 405 |
|