Wells Financial Advisors’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 | $40.5K | Sell |
675
-140
| -17% | -$8.4K | 0.06% | 61 |
|
|
2025
Q1 | $44K | Hold |
815
| – | – | 0.06% | 59 |
|
|
2024
Q4 | $42.6K | Sell |
815
-622
| -43% | -$32.5K | 0.06% | 61 |
|
|
2024
Q3 | $82.5K | Sell |
1,437
-17,751
| -93% | -$1.02M | 0.11% | 53 |
|
|
2024
Q2 | $1.03M | Sell |
19,188
-4,550
| -19% | -$244K | 0.68% | 27 |
|
|
2024
Q1 | $1.22M | Hold |
23,738
| – | – | 0.83% | 22 |
|
|
2023
Q4 | $1.2M | Sell |
23,738
-971
| -4% | -$49.1K | 0.87% | 20 |
|
|
2023
Q3 | $1.18M | Sell |
24,709
-1,170
| -5% | -$55.7K | 0.91% | 20 |
|
|
2023
Q2 | $1.28M | Buy |
+25,879
| New | +$1.28M | 0.96% | 20 |
|
|
2022
Q4 | – | Sell |
-1,141
| Closed | -$49K | – | 66 |
|
|
2022
Q3 | $49K | Buy |
1,141
+8
| +0.7% | +$344 | 0.05% | 51 |
|
|
2022
Q2 | $56K | Sell |
1,133
-4,605
| -80% | -$228K | 0.05% | 42 |
|
|
2022
Q1 | $319K | Sell |
5,738
-64
| -1% | -$3.56K | 0.27% | 32 |
|
|
2021
Q4 | $347K | Sell |
5,802
-2,569
| -31% | -$154K | 0.28% | 33 |
|
|
2021
Q3 | $517K | Buy |
8,371
+568
| +7% | +$35.1K | 0.44% | 28 |
|
|
2021
Q2 | $523K | Buy |
7,803
+20
| +0.3% | +$1.34K | 0.44% | 30 |
|
|
2021
Q1 | $501K | Buy |
+7,783
| New | +$501K | 0.45% | 30 |
|