Wellington Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.33M | Buy |
24,349
+3,407
| +16% | +$186K | 1.21% | 30 |
|
|
2024
Q3 | $1.16M | Buy |
+20,942
| New | +$1.16M | 0.88% | 31 |
|
|
2024
Q2 | – | Sell |
-16,323
| Closed | -$842K | – | 108 |
|
|
2024
Q1 | $842K | Sell |
16,323
-9,289
| -36% | -$479K | 0.39% | 68 |
|
|
2023
Q4 | $1.3M | Buy |
+25,612
| New | +$1.3M | 1.1% | 29 |
|
|
2020
Q4 | $1.3M | Buy |
+25,612
| New | +$1.3M | 1.1% | 29 |
|