Mosaic Family 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 | $1.21M | Sell |
20,120
-402
| -2% | -$24.1K | 0.15% | 71 |
|
|
2025
Q1 | $1.11M | Sell |
20,522
-375
| -2% | -$20.2K | 0.16% | 71 |
|
|
2024
Q4 | $1.09M | Buy |
20,897
+944
| +5% | +$49.3K | 0.16% | 69 |
|
|
2024
Q3 | $1.15M | Buy |
19,953
+180
| +0.9% | +$10.3K | 0.17% | 67 |
|
|
2024
Q2 | $1.06M | Buy |
19,773
+125
| +0.6% | +$6.69K | 0.17% | 68 |
|
|
2024
Q1 | $1.01M | Sell |
19,648
-1,084
| -5% | -$55.9K | 0.17% | 71 |
|
|
2023
Q4 | $1.05M | Buy |
20,732
+2,264
| +12% | +$115K | 0.18% | 66 |
|
|
2023
Q3 | $879K | Sell |
18,468
-1,325
| -7% | -$63.1K | 0.18% | 70 |
|
|
2023
Q2 | $976K | Sell |
19,793
-28
| -0.1% | -$1.38K | 0.19% | 60 |
|
|
2023
Q1 | $967K | Buy |
19,821
+8,844
| +81% | +$431K | 0.2% | 61 |
|
|
2022
Q4 | $513K | Buy |
+10,977
| New | +$513K | 0.14% | 99 |
|