Winthrop Advisory Group’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 | $4.71M | Buy |
78,507
+17,210
| +28% | +$1.03M | 0.45% | 34 |
|
|
2025
Q1 | $3.31M | Sell |
61,297
-125
| -0.2% | -$6.75K | 0.4% | 34 |
|
|
2024
Q4 | $3.21M | Buy |
61,422
+8,385
| +16% | +$438K | 0.38% | 36 |
|
|
2024
Q3 | $3.04M | Buy |
53,037
+3,248
| +7% | +$186K | 0.38% | 34 |
|
|
2024
Q2 | $2.67M | Buy |
49,789
+5,048
| +11% | +$270K | 0.36% | 36 |
|
|
2024
Q1 | $2.31M | Buy |
44,741
+4,264
| +11% | +$220K | 0.33% | 40 |
|
|
2023
Q4 | $2.05M | Buy |
40,477
+8,915
| +28% | +$451K | 0.32% | 40 |
|
|
2023
Q3 | $1.5M | Buy |
31,562
+2,409
| +8% | +$115K | 0.25% | 39 |
|
|
2023
Q2 | $1.44M | Buy |
29,153
+10,759
| +58% | +$530K | 0.23% | 42 |
|
|
2023
Q1 | $897K | Sell |
18,394
-10,470
| -36% | -$511K | 0.16% | 52 |
|
|
2022
Q4 | $1.35M | Sell |
28,864
-4,582
| -14% | -$214K | 0.26% | 40 |
|
|
2022
Q3 | $1.44M | Buy |
33,446
+20,514
| +159% | +$882K | 0.31% | 33 |
|
|
2022
Q2 | $634K | Buy |
+12,932
| New | +$634K | 0.15% | 54 |
|
|
2021
Q4 | – | Sell |
-3,604
| Closed | -$223K | – | 149 |
|
|
2021
Q3 | $223K | Buy |
+3,604
| New | +$223K | 0.05% | 124 |
|
|
2019
Q1 | – | Sell |
-6,901
| Closed | -$270K | – | 95 |
|
|
2018
Q4 | $270K | Buy |
+6,901
| New | +$270K | 0.14% | 63 |
|