WR Wealth Planners’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 | $228K | Sell |
4,368
-5,102
| -54% | -$266K | 0.07% | 144 |
|
|
2024
Q3 | $544K | Buy |
9,470
+1,600
| +20% | +$91.9K | 0.15% | 100 |
|
|
2024
Q2 | $421K | Sell |
7,870
-208
| -3% | -$11.1K | 0.13% | 108 |
|
|
2024
Q1 | $417K | Sell |
8,078
-7,577
| -48% | -$391K | 0.13% | 107 |
|
|
2023
Q4 | $792K | Sell |
15,655
-540
| -3% | -$27.3K | 0.29% | 58 |
|
|
2023
Q3 | $771K | Sell |
16,195
-10,686
| -40% | -$509K | 0.29% | 57 |
|
|
2023
Q2 | $1.32M | Sell |
26,881
-22
| -0.1% | -$1.08K | 0.51% | 36 |
|
|
2023
Q1 | $1.31M | Buy |
+26,903
| New | +$1.31M | 0.57% | 35 |
|