Wellspring Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$38.6M	Buy	873,978 +111,696	+15%	+$8.06M	2.89%	10
2025 Q4	$31.1M	Buy	762,282 +40,870	+6%	+$2.74M	2.46%	9
2025 Q3	$29.9M	Buy	721,412 +70,405	+11%	+$4.39M	2.74%	10
2025 Q2	$24.8M	Sell	651,007 -12,376	-2%	-$691K	2.49%	11
2025 Q1	$23.4M	Sell	663,383 -118,618	-15%	-$6.39M	2.6%	10
2024 Q4	$26.8M	Buy	782,001 +340,279	+77%	+$18.8M	2.8%	9
2024 Q3	$23.6M	Buy	441,722 +38,810	+10%	+$2.1M	2.81%	8
2024 Q2	$21.6M	Buy	402,912 +69,734	+21%	+$3.68M	2.93%	8
2024 Q1	$17.2M	Buy	333,178 +191,113	+135%	+$9.57M	2.72%	10
2023 Q4	$7.19M	Buy	142,065 +4,606	+3%	+$223K	1.79%	17
2023 Q3	$6.54M	Buy	137,459 +885	+0.6%	+$43.8K	1.91%	17
2023 Q2	$6.73M	Buy	136,574 +85,512	+167%	+$4.18M	1.9%	17
2023 Q1	$2.49M	Buy	51,062 +33,308	+188%	+$1.63M	0.74%	32
2022 Q4	$829K	Buy	17,754 +6,109	+52%	+$278K	0.28%	48
2022 Q3	$500K	Hold	11,645	–	–	0.18%	53
2022 Q2	$571K	Buy	+11,645	New	+$602K	0.2%	49