YHB Investment 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 | $5.22M | Buy |
86,957
+7,945
| +10% | +$477K | 0.4% | 67 |
|
|
2025
Q1 | $4.26M | Sell |
79,012
-912
| -1% | -$49.2K | 0.36% | 78 |
|
|
2024
Q4 | $4.17M | Buy |
79,924
+1,496
| +2% | +$78.1K | 0.34% | 75 |
|
|
2024
Q3 | $4.5M | Buy |
78,428
+204
| +0.3% | +$11.7K | 0.37% | 69 |
|
|
2024
Q2 | $4.19M | Buy |
78,224
+1,143
| +1% | +$61.2K | 0.36% | 69 |
|
|
2024
Q1 | $3.98M | Sell |
77,081
-365
| -0.5% | -$18.8K | 0.35% | 76 |
|
|
2023
Q4 | $3.92M | Buy |
77,446
+2,249
| +3% | +$114K | 0.38% | 72 |
|
|
2023
Q3 | $3.58M | Buy |
75,197
+2,848
| +4% | +$136K | 0.33% | 83 |
|
|
2023
Q2 | $3.57M | Buy |
72,349
+1,534
| +2% | +$75.6K | 0.33% | 81 |
|
|
2023
Q1 | $3.46M | Buy |
70,815
+3,874
| +6% | +$189K | 0.35% | 78 |
|
|
2022
Q4 | $3.13M | Buy |
66,941
+24,325
| +57% | +$1.14M | 0.33% | 83 |
|
|
2022
Q3 | $1.83M | Buy |
42,616
+1,130
| +3% | +$48.6K | 0.2% | 108 |
|
|
2022
Q2 | $2.04M | Buy |
41,486
+4,285
| +12% | +$210K | 0.21% | 108 |
|
|
2022
Q1 | $2.07M | Buy |
37,201
+27,241
| +274% | +$1.51M | 0.18% | 112 |
|
|
2021
Q4 | $596K | Buy |
9,960
+3,610
| +57% | +$216K | 0.05% | 198 |
|
|
2021
Q3 | $392K | Buy |
6,350
+700
| +12% | +$43.2K | 0.03% | 219 |
|
|
2021
Q2 | $378K | Buy |
5,650
+490
| +9% | +$32.8K | 0.03% | 225 |
|
|
2021
Q1 | $339K | Sell |
5,160
-128
| -2% | -$8.41K | 0.03% | 230 |
|
|
2020
Q4 | $328K | Hold |
5,288
| – | – | 0.03% | 223 |
|
|
2020
Q3 | $279K | Buy |
+5,288
| New | +$279K | 0.03% | 222 |
|