Cyndeo Wealth 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 | $3.06M | Buy |
51,007
+4,533
| +10% | +$272K | 0.18% | 134 |
|
|
2025
Q1 | $2.51M | Buy |
46,474
+21,811
| +88% | +$1.18M | 0.16% | 143 |
|
|
2024
Q4 | $1.29M | Buy |
24,663
+11,128
| +82% | +$581K | 0.09% | 191 |
|
|
2024
Q3 | $777K | Buy |
13,535
+511
| +4% | +$29.3K | 0.05% | 247 |
|
|
2024
Q2 | $697K | Buy |
13,024
+1,229
| +10% | +$65.8K | 0.05% | 243 |
|
|
2024
Q1 | $609K | Buy |
11,795
+956
| +9% | +$49.3K | 0.05% | 243 |
|
|
2023
Q4 | $548K | Sell |
10,839
-6,490
| -37% | -$328K | 0.05% | 242 |
|
|
2023
Q3 | $825K | Buy |
17,329
+3,338
| +24% | +$159K | 0.09% | 186 |
|
|
2023
Q2 | $690K | Sell |
13,991
-3,703
| -21% | -$183K | 0.07% | 194 |
|
|
2023
Q1 | $863K | Buy |
17,694
+2,313
| +15% | +$113K | 0.09% | 180 |
|
|
2022
Q4 | $718K | Buy |
+15,381
| New | +$718K | 0.08% | 186 |
|