Wealthquest’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 | $15.3M | Buy |
255,113
+5,721
| +2% | +$343K | 1.21% | 16 |
|
|
2025
Q1 | $13.5M | Buy |
249,392
+14,443
| +6% | +$779K | 1.12% | 16 |
|
|
2024
Q4 | $12.3M | Buy |
234,949
+5,293
| +2% | +$276K | 1% | 18 |
|
|
2024
Q3 | $13.3M | Buy |
229,656
+8,294
| +4% | +$479K | 1.17% | 17 |
|
|
2024
Q2 | $11.8M | Buy |
221,362
+18,516
| +9% | +$991K | 1.26% | 17 |
|
|
2024
Q1 | $10.5M | Buy |
202,846
+11,454
| +6% | +$591K | 1.12% | 17 |
|
|
2023
Q4 | $9.68M | Buy |
191,392
+7,565
| +4% | +$383K | 1.07% | 19 |
|
|
2023
Q3 | $8.75M | Buy |
183,827
+8,387
| +5% | +$399K | 1.07% | 18 |
|
|
2023
Q2 | $8.65M | Buy |
175,440
+15,504
| +10% | +$764K | 1.03% | 21 |
|
|
2023
Q1 | $7.8M | Buy |
159,936
+14,785
| +10% | +$721K | 1.01% | 20 |
|
|
2022
Q4 | $6.78M | Buy |
145,151
+15,783
| +12% | +$737K | 0.87% | 18 |
|
|
2022
Q3 | $5.56M | Buy |
129,368
+45,246
| +54% | +$1.94M | 0.78% | 19 |
|
|
2022
Q2 | $4.13M | Sell |
84,122
-21,528
| -20% | -$1.06M | 0.62% | 28 |
|
|
2022
Q1 | $6.32M | Hold |
105,650
| – | – | 0.97% | 20 |
|
|
2021
Q4 | $6.32M | Sell |
105,650
-8,219
| -7% | -$492K | 0.97% | 20 |
|
|
2021
Q3 | $7.03M | Sell |
113,869
-27,463
| -19% | -$1.7M | 1.19% | 18 |
|
|
2021
Q2 | $9.47M | Sell |
141,332
-56,527
| -29% | -$3.79M | 1.62% | 15 |
|
|
2021
Q1 | $12.7M | Sell |
197,859
-14,439
| -7% | -$929K | 2.38% | 12 |
|
|
2020
Q4 | $13.2M | Sell |
212,298
-7,335
| -3% | -$455K | 2.82% | 11 |
|
|
2020
Q3 | $11.6M | Sell |
219,633
-12,504
| -5% | -$660K | 2.87% | 11 |
|
|
2020
Q2 | $11M | Buy |
+232,137
| New | +$11M | 2.81% | 12 |
|
|
2019
Q4 | $2.85M | Sell |
53,074
-3,429
| -6% | -$184K | 0.82% | 25 |
|
|
2019
Q3 | $2.77M | Sell |
56,503
-1,231
| -2% | -$60.3K | 0.93% | 25 |
|
|
2019
Q2 | $2.97M | Sell |
57,734
-1,434
| -2% | -$73.7K | 1.12% | 21 |
|
|
2019
Q1 | $3.06M | Buy |
59,168
+2,514
| +4% | +$130K | 1.16% | 22 |
|
|
2018
Q4 | $2.67M | Buy |
+56,654
| New | +$2.67M | 1.09% | 23 |
|