Appleton Partners’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 | $15.8M | Buy |
263,714
+2,462
| +0.9% | +$148K | 1.12% | 22 |
|
|
2025
Q1 | $14.1M | Buy |
261,252
+9,797
| +4% | +$529K | 1.09% | 26 |
|
|
2024
Q4 | $13.1M | Buy |
251,455
+5,464
| +2% | +$285K | 0.97% | 31 |
|
|
2024
Q3 | $14.1M | Sell |
245,991
-9,364
| -4% | -$538K | 1.04% | 26 |
|
|
2024
Q2 | $13.7M | Buy |
255,355
+5,620
| +2% | +$301K | 1.05% | 22 |
|
|
2024
Q1 | $12.9M | Buy |
249,735
+10,204
| +4% | +$527K | 1% | 25 |
|
|
2023
Q4 | $12.1M | Buy |
239,531
+8,442
| +4% | +$427K | 0.98% | 21 |
|
|
2023
Q3 | $11M | Buy |
231,089
+7,385
| +3% | +$351K | 0.98% | 25 |
|
|
2023
Q2 | $11M | Buy |
223,704
+16,668
| +8% | +$822K | 0.93% | 27 |
|
|
2023
Q1 | $10.1M | Buy |
207,036
+5,953
| +3% | +$290K | 0.9% | 27 |
|
|
2022
Q4 | $9.39M | Buy |
201,083
+6,012
| +3% | +$281K | 0.89% | 31 |
|
|
2022
Q3 | $8.38M | Buy |
195,071
+15,236
| +8% | +$655K | 0.84% | 31 |
|
|
2022
Q2 | $8.82M | Buy |
179,835
+6,996
| +4% | +$343K | 0.83% | 30 |
|
|
2022
Q1 | $9.6M | Buy |
172,839
+11,585
| +7% | +$644K | 0.78% | 38 |
|
|
2021
Q4 | $9.65M | Buy |
161,254
+13,130
| +9% | +$786K | 0.73% | 39 |
|
|
2021
Q3 | $9.15M | Buy |
148,124
+27,910
| +23% | +$1.72M | 0.76% | 38 |
|
|
2021
Q2 | $8.05M | Buy |
120,214
+28,962
| +32% | +$1.94M | 0.69% | 41 |
|
|
2021
Q1 | $5.87M | Buy |
91,252
+51,470
| +129% | +$3.31M | 0.55% | 52 |
|
|
2020
Q4 | $2.47M | Buy |
39,782
+1,110
| +3% | +$68.9K | 0.24% | 89 |
|
|
2020
Q3 | $2.04M | Sell |
38,672
-1,000
| -3% | -$52.8K | 0.23% | 95 |
|
|
2020
Q2 | $1.89M | Sell |
39,672
-9,671
| -20% | -$460K | 0.23% | 99 |
|
|
2020
Q1 | $2M | Sell |
49,343
-2,819
| -5% | -$114K | 0.28% | 87 |
|
|
2019
Q4 | $2.8M | Sell |
52,162
-680
| -1% | -$36.6K | 0.31% | 86 |
|
|
2019
Q3 | $2.59M | Sell |
52,842
-615
| -1% | -$30.1K | 0.31% | 84 |
|
|
2019
Q2 | $2.75M | Sell |
53,457
-1,485
| -3% | -$76.4K | 0.34% | 81 |
|
|
2019
Q1 | $2.84M | Sell |
54,942
-695
| -1% | -$35.9K | 0.38% | 75 |
|
|
2018
Q4 | $2.62M | Sell |
55,637
-2,340
| -4% | -$110K | 0.39% | 73 |
|
|
2018
Q3 | $3M | Sell |
57,977
-505
| -0.9% | -$26.1K | 0.4% | 75 |
|
|
2018
Q2 | $3.07M | Buy |
58,482
+365
| +0.6% | +$19.2K | 0.44% | 71 |
|
|
2018
Q1 | $3.39M | Buy |
58,117
+955
| +2% | +$55.8K | 0.52% | 62 |
|
|
2017
Q4 | $3.25M | Sell |
57,162
-440
| -0.8% | -$25K | 0.5% | 61 |
|
|
2017
Q3 | $3.11M | Buy |
57,602
+410
| +0.7% | +$22.2K | 0.52% | 63 |
|
|
2017
Q2 | $2.86M | Buy |
57,192
+5,040
| +10% | +$252K | 0.48% | 69 |
|
|
2017
Q1 | $2.49M | Buy |
+52,152
| New | +$2.49M | 0.46% | 69 |
|