Baldwin Wealth Partners’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
2024 Q4	–	Sell	-800	Closed	-$45.9K	–	608
2024 Q3	$45.9K	Sell	800 -211	-21%	-$11.4K	﹤0.01%	570
2024 Q2	$54.1K	Buy	1,011 +247	+32%	+$13K	﹤0.01%	336
2024 Q1	$39.4K	Sell	764 -341	-31%	-$17.1K	﹤0.01%	397
2023 Q4	$55.9K	Hold	1,105	–	–	﹤0.01%	366
2023 Q3	$52.6K	Hold	1,105	–	–	﹤0.01%	389
2023 Q2	$54.5K	Hold	1,105	–	–	﹤0.01%	401
2023 Q1	$53.9K	Hold	1,105	–	–	﹤0.01%	420
2022 Q4	$51.6K	Hold	1,105	–	–	﹤0.01%	413
2022 Q3	$48K	Sell	1,105 -222	-17%	-$10.6K	0.01%	337
2022 Q2	$65K	Buy	1,327 +146	+12%	+$7.54K	0.01%	314
2022 Q1	$66K	Buy	1,181 +1,002	+560%	+$57.9K	0.01%	332
2021 Q4	$11K	Hold	179	–	–	﹤0.01%	499
2021 Q3	$11K	Sell	179 -275	-61%	-$17.5K	﹤0.01%	508
2021 Q2	$30K	Sell	454 -27	-6%	-$1.78K	﹤0.01%	420
2021 Q1	$31K	Buy	+481	New	+$31.6K	﹤0.01%	399