Great Diamond 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
$498K Buy
8,301
+973
+13% +$58.4K 0.11% 151
2025
Q1
$395K Sell
7,328
-132,202
-95% -$7.13M 0.11% 122
2024
Q4
$7.29M Buy
139,530
+2,459
+2% +$128K 1.88% 10
2024
Q3
$7.87M Sell
137,071
-8,402
-6% -$482K 2% 9
2024
Q2
$7.79M Sell
145,473
-3,341
-2% -$179K 1.83% 8
2024
Q1
$7.68M Buy
148,814
+9,797
+7% +$506K 1.76% 10
2023
Q4
$7.03M Buy
139,017
+1,099
+0.8% +$55.6K 1.73% 11
2023
Q3
$6.56M Sell
137,918
-218
-0.2% -$10.4K 1.78% 10
2023
Q2
$6.81M Buy
138,136
+6,728
+5% +$332K 1.8% 11
2023
Q1
$6.41M Buy
+131,408
New +$6.41M 1.86% 10