Baron Silver Stevens Financial 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 | $10.8M | Buy |
180,433
+5,001
| +3% | +$300K | 1.73% | 17 |
|
|
2025
Q1 | $9.47M | Sell |
175,432
-3,616
| -2% | -$195K | 1.66% | 18 |
|
|
2024
Q4 | $9.35M | Buy |
179,048
+5,909
| +3% | +$309K | 1.59% | 20 |
|
|
2024
Q3 | $9.94M | Buy |
173,139
+8,288
| +5% | +$476K | 1.74% | 18 |
|
|
2024
Q2 | $8.82M | Sell |
164,851
-152
| -0.1% | -$8.14K | 1.67% | 19 |
|
|
2024
Q1 | $8.51M | Sell |
165,003
-5,571
| -3% | -$287K | 1.65% | 19 |
|
|
2023
Q4 | $8.63M | Buy |
170,574
+4,233
| +3% | +$214K | 1.81% | 18 |
|
|
2023
Q3 | $7.92M | Sell |
166,341
-794
| -0.5% | -$37.8K | 1.79% | 19 |
|
|
2023
Q2 | $8.24M | Buy |
167,135
+23,211
| +16% | +$1.14M | 1.81% | 20 |
|
|
2023
Q1 | $7.02M | Sell |
143,924
-20,339
| -12% | -$992K | 1.83% | 20 |
|
|
2022
Q4 | $7.67M | Sell |
164,263
-6,170
| -4% | -$288K | 1.89% | 19 |
|
|
2022
Q3 | $4.27K | Sell |
170,433
-8,550
| -5% | -$214 | 1.16% | 21 |
|
|
2022
Q2 | $8.78M | Buy |
178,983
+1,662
| +0.9% | +$81.5K | 2.27% | 15 |
|
|
2022
Q1 | $9.85M | Sell |
177,321
-5,609
| -3% | -$312K | 2.31% | 15 |
|
|
2021
Q4 | $11M | Buy |
182,930
+19,740
| +12% | +$1.18M | 2.59% | 14 |
|
|
2021
Q3 | $10.1M | Buy |
163,190
+54,123
| +50% | +$3.34M | 2.69% | 14 |
|
|
2021
Q2 | $7.31M | Buy |
109,067
+51,943
| +91% | +$3.48M | 1.98% | 16 |
|
|
2021
Q1 | $3.68M | Buy |
57,124
+21,768
| +62% | +$1.4M | 2% | 9 |
|
|
2020
Q4 | $2.19M | Buy |
+35,356
| New | +$2.19M | 0.75% | 17 |
|