Wealthspire Advisors (New York)’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 | $103M | Buy |
1,718,854
+64,589
| +4% | +$3.88M | 0.58% | 24 |
|
2025
Q1 | $89.3M | Buy |
1,654,265
+18,790
| +1% | +$1.01M | 0.53% | 30 |
|
2024
Q4 | $85.4M | Buy |
1,635,475
+7,096
| +0.4% | +$371K | 0.85% | 23 |
|
2024
Q3 | $93.5M | Buy |
1,628,379
+40,798
| +3% | +$2.34M | 0.95% | 22 |
|
2024
Q2 | $85M | Sell |
1,587,581
-10,308
| -0.6% | -$552K | 1.09% | 18 |
|
2024
Q1 | $82.5M | Sell |
1,597,889
-21,015
| -1% | -$1.08M | 1.1% | 19 |
|
2023
Q4 | $81.9M | Buy |
1,618,904
+22,417
| +1% | +$1.13M | 1.16% | 17 |
|
2023
Q3 | $76M | Buy |
1,596,487
+19,337
| +1% | +$920K | 1.25% | 16 |
|
2023
Q2 | $77.7M | Buy |
1,577,150
+8,424
| +0.5% | +$415K | 1.27% | 16 |
|
2023
Q1 | $76.5M | Buy |
1,568,726
+49,101
| +3% | +$2.4M | 1.31% | 16 |
|
2022
Q4 | $71M | Buy |
1,519,625
+812,489
| +115% | +$37.9M | 1.29% | 17 |
|
2022
Q3 | $30.4M | Buy |
707,136
+251,062
| +55% | +$10.8M | 0.64% | 32 |
|
2022
Q2 | $22.4M | Sell |
456,074
-5,951
| -1% | -$292K | 0.47% | 36 |
|
2022
Q1 | $25.7M | Buy |
462,025
+89,499
| +24% | +$4.97M | 0.58% | 27 |
|
2021
Q4 | $22.3M | Buy |
372,526
+110,204
| +42% | +$6.6M | 0.49% | 27 |
|
2021
Q3 | $16.2M | Sell |
262,322
-102
| -0% | -$6.3K | 0.34% | 41 |
|
2021
Q2 | $17.6M | Sell |
262,424
-11,729
| -4% | -$786K | 0.46% | 30 |
|
2021
Q1 | $17.6M | Buy |
274,153
+12,580
| +5% | +$810K | 0.42% | 32 |
|
2020
Q4 | $16.2M | Buy |
261,573
+18,723
| +8% | +$1.16M | 0.48% | 29 |
|
2020
Q3 | $12.8M | Buy |
242,850
+282
| +0.1% | +$14.9K | 0.76% | 20 |
|
2020
Q2 | $11.5M | Buy |
242,568
+75,656
| +45% | +$3.6M | 0.8% | 19 |
|
2020
Q1 | $6.76M | Buy |
+166,912
| New | +$6.76M | 0.28% | 53 |
|
2019
Q1 | – | Sell |
-634
| Closed | -$30K | – | 393 |
|
2018
Q4 | $30K | Buy |
+634
| New | +$30K | ﹤0.01% | 260 |
|