Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $13.7M | Buy |
260,276
+230,683
| +780% | +$12.2M | 0.48% | 31 |
|
|
2020
Q2 | $1.41M | Buy |
29,593
+11,641
| +65% | +$554K | 0.1% | 123 |
|
|
2020
Q1 | $727K | Buy |
17,952
+2,552
| +17% | +$103K | 0.06% | 186 |
|
|
2019
Q4 | $828K | Buy |
15,400
+1,011
| +7% | +$54.4K | 0.06% | 194 |
|
|
2019
Q3 | $705K | Buy |
14,389
+1,550
| +12% | +$75.9K | 0.05% | 199 |
|
|
2019
Q2 | $660K | Hold |
12,839
| – | – | 0.05% | 205 |
|
|
2019
Q1 | $664K | Buy |
12,839
+64
| +0.5% | +$3.31K | 0.05% | 206 |
|
|
2018
Q4 | $602K | Buy |
12,775
+3,505
| +38% | +$165K | 0.05% | 190 |
|
|
2018
Q3 | $480K | Buy |
9,270
+3,787
| +69% | +$196K | 0.04% | 256 |
|
|
2018
Q2 | $288K | Sell |
5,483
-357
| -6% | -$18.8K | 0.03% | 375 |
|
|
2018
Q1 | $341K | Buy |
5,840
+1,162
| +25% | +$67.9K | 0.03% | 328 |
|
|
2017
Q4 | $266K | Buy |
4,678
+995
| +27% | +$56.6K | 0.03% | 401 |
|
|
2017
Q3 | $199K | Buy |
3,683
+738
| +25% | +$39.9K | 0.02% | 474 |
|
|
2017
Q2 | $147K | Sell |
2,945
-747
| -20% | -$37.3K | 0.02% | 553 |
|
|
2017
Q1 | $176K | Sell |
3,692
-1,753
| -32% | -$83.6K | 0.03% | 434 |
|
|
2016
Q4 | $231K | Sell |
5,445
-151
| -3% | -$6.41K | 0.03% | 333 |
|
|
2016
Q3 | $255K | Buy |
5,596
+195
| +4% | +$8.89K | 0.04% | 314 |
|
|
2016
Q2 | $226K | Buy |
5,401
+107
| +2% | +$4.48K | 0.04% | 334 |
|
|
2016
Q1 | $220K | Buy |
5,294
+185
| +4% | +$7.69K | 0.04% | 339 |
|
|
2015
Q4 | $201K | Buy |
+5,109
| New | +$201K | 0.04% | 358 |
|