HF
Halpern Financial’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.3M | Sell |
73,124
-1,435
| -2% | -$84.3K | 1.11% | 23 |
|
|
2024
Q2 | $3.99M | Buy |
74,559
+1,092
| +1% | +$58.5K | 1.1% | 22 |
|
|
2024
Q1 | $3.82M | Sell |
73,467
-1,229
| -2% | -$63.8K | 1.11% | 20 |
|
|
2023
Q4 | $3.71M | Sell |
74,696
-112,534
| -60% | -$5.59M | 1.15% | 20 |
|
|
2023
Q3 | $8.91M | Sell |
187,230
-6,543
| -3% | -$311K | 3.08% | 11 |
|
|
2023
Q2 | $9.55M | Buy |
193,773
+91,493
| +89% | +$4.51M | 3.27% | 10 |
|
|
2023
Q1 | $4.99M | Buy |
102,280
+17,030
| +20% | +$831K | 1.79% | 16 |
|
|
2022
Q4 | $3.98M | Buy |
85,250
+11,725
| +16% | +$548K | 1.46% | 18 |
|
|
2022
Q3 | $3.16M | Sell |
73,525
-17,995
| -20% | -$773K | 1.25% | 18 |
|
|
2022
Q2 | $4.49M | Sell |
91,520
-1,944
| -2% | -$95.4K | 1.75% | 15 |
|
|
2022
Q1 | $5.19M | Buy |
93,464
+12,344
| +15% | +$686K | 1.91% | 12 |
|
|
2021
Q4 | $4.86M | Sell |
81,120
-29,771
| -27% | -$1.78M | 2.08% | 11 |
|
|
2021
Q3 | $6.85M | Buy |
110,891
+49,878
| +82% | +$3.08M | 3.17% | 11 |
|
|
2021
Q2 | $4.09M | Buy |
61,013
+4,441
| +8% | +$298K | 1.92% | 12 |
|
|
2021
Q1 | $3.64M | Buy |
56,572
+2,651
| +5% | +$171K | 1.76% | 13 |
|
|
2020
Q4 | $3.35M | Buy |
53,921
+449
| +0.8% | +$27.9K | 1.74% | 13 |
|
|
2020
Q3 | $2.82M | Buy |
53,472
+1,052
| +2% | +$55.5K | 1.67% | 13 |
|
|
2020
Q2 | $2.5M | Sell |
52,420
-9,300
| -15% | -$443K | 1.65% | 14 |
|
|
2020
Q1 | $2.5M | Sell |
61,720
-33,159
| -35% | -$1.34M | 2.35% | 11 |
|
|
2019
Q4 | $5.1M | Buy |
+94,879
| New | +$5.1M | 3.97% | 9 |
|