MPS Loria Financial Planners’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 | $40.9M | Sell |
681,582
-22,345
| -3% | -$1.34M | 12.04% | 3 |
|
|
2025
Q1 | $38M | Buy |
703,927
+94,195
| +15% | +$5.08M | 11.27% | 3 |
|
|
2024
Q4 | $31.8M | Buy |
609,732
+7,944
| +1% | +$415K | 9.43% | 4 |
|
|
2024
Q3 | $34.5M | Buy |
601,788
+12,227
| +2% | +$702K | 10.3% | 3 |
|
|
2024
Q2 | $31.6M | Sell |
589,561
-10,467
| -2% | -$560K | 10.17% | 3 |
|
|
2024
Q1 | $31M | Sell |
600,028
-20,489
| -3% | -$1.06M | 10.4% | 4 |
|
|
2023
Q4 | $31.4M | Buy |
620,517
+9,667
| +2% | +$489K | 11.02% | 4 |
|
|
2023
Q3 | $29.1M | Buy |
610,850
+19,715
| +3% | +$938K | 11.38% | 3 |
|
|
2023
Q2 | $29.1M | Sell |
591,135
-71
| -0% | -$3.5K | 10.95% | 3 |
|
|
2023
Q1 | $28.8M | Buy |
591,206
+37,853
| +7% | +$1.85M | 11.66% | 3 |
|
|
2022
Q4 | $25.8M | Buy |
553,353
+9,532
| +2% | +$445K | 11.48% | 3 |
|
|
2022
Q3 | $23.4M | Buy |
543,821
+29,429
| +6% | +$1.26M | 9.07% | 4 |
|
|
2022
Q2 | $25.2M | Buy |
514,392
+494,603
| +2,499% | +$24.3M | 11.38% | 3 |
|
|
2022
Q1 | $1.1M | Buy |
19,789
+1,150
| +6% | +$63.9K | 0.46% | 23 |
|
|
2021
Q4 | $1.12M | Buy |
18,639
+647
| +4% | +$38.7K | 0.45% | 22 |
|
|
2021
Q3 | $1.11M | Sell |
17,992
-342
| -2% | -$21.1K | 0.51% | 19 |
|
|
2021
Q2 | $1.23M | Buy |
+18,334
| New | +$1.23M | 0.57% | 18 |
|
|
2017
Q3 | – | Sell |
-980
| Closed | -$51K | – | 206 |
|
|
2017
Q2 | $51K | Buy |
+980
| New | +$51K | 0.03% | 151 |
|