EPM
Elm Partners Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90M | Buy |
1,499,500
+96,225
| +7% | +$5.78M | 5.23% | 7 |
|
|
2025
Q1 | $75.7M | Sell |
1,403,275
-959,812
| -41% | -$51.8M | 4.88% | 7 |
|
|
2024
Q4 | $123M | Sell |
2,363,087
-93,383
| -4% | -$4.88M | 8.43% | 4 |
|
|
2024
Q3 | $141M | Buy |
2,456,470
+404,552
| +20% | +$23.2M | 10.08% | 4 |
|
|
2024
Q2 | $110M | Sell |
2,051,918
-160,129
| -7% | -$8.57M | 8.44% | 5 |
|
|
2024
Q1 | $114M | Buy |
2,212,047
+505,631
| +30% | +$26.1M | 9.03% | 5 |
|
|
2023
Q4 | $86.3M | Sell |
1,706,416
-25,527
| -1% | -$1.29M | 7.84% | 5 |
|
|
2023
Q3 | $82.4M | Sell |
1,731,943
-295,533
| -15% | -$14.1M | 8.52% | 6 |
|
|
2023
Q2 | $99.9M | Buy |
2,027,476
+433,471
| +27% | +$21.4M | 10.07% | 5 |
|
|
2023
Q1 | $77.8M | Buy |
1,594,005
+114,890
| +8% | +$5.61M | 8.18% | 4 |
|
|
2022
Q4 | $69.1M | Buy |
1,479,115
+89,148
| +6% | +$4.16M | 7.99% | 4 |
|
|
2022
Q3 | $59.7M | Buy |
1,389,967
+225,166
| +19% | +$9.68M | 8.06% | 4 |
|
|
2022
Q2 | $57.1M | Buy |
1,164,801
+74,787
| +7% | +$3.67M | 7.45% | 5 |
|
|
2022
Q1 | $60.6M | Sell |
1,090,014
-15,120
| -1% | -$840K | 7.65% | 6 |
|
|
2021
Q4 | $66.2M | Buy |
1,105,134
+69,461
| +7% | +$4.16M | 8.15% | 4 |
|
|
2021
Q3 | $64M | Sell |
1,035,673
-16,873
| -2% | -$1.04M | 8.54% | 5 |
|
|
2021
Q2 | $70.5M | Buy |
1,052,546
+9,579
| +0.9% | +$642K | 9.28% | 4 |
|
|
2021
Q1 | $67.1M | Sell |
1,042,967
-21,140
| -2% | -$1.36M | 9.55% | 4 |
|
|
2020
Q4 | $66M | Sell |
1,064,107
-18,679
| -2% | -$1.16M | 9.87% | 3 |
|
|
2020
Q3 | $57.2M | Sell |
1,082,786
-21,328
| -2% | -$1.13M | 9.62% | 2 |
|
|
2020
Q2 | $52.6M | Sell |
1,104,114
-38,533
| -3% | -$1.83M | 9.38% | 2 |
|
|
2020
Q1 | $46.2M | Buy |
1,142,647
+387,445
| +51% | +$15.7M | 10.17% | 1 |
|
|
2019
Q4 | $37M | Buy |
755,202
+37,416
| +5% | +$1.83M | 8.11% | 4 |
|
|
2019
Q3 | $35.2M | Buy |
717,786
+100,694
| +16% | +$4.94M | 7.97% | 4 |
|
|
2019
Q2 | $31.7M | Sell |
617,092
-31,564
| -5% | -$1.62M | 7.11% | 5 |
|
|
2019
Q1 | $33.5M | Buy |
648,656
+61,961
| +11% | +$3.2M | 8.98% | 3 |
|
|
2018
Q4 | $27.7M | Buy |
+586,695
| New | +$27.7M | 9.57% | 3 |
|