OCPWS
One Charles Private Wealth Services’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 | $343K | Sell |
5,721
-94
| -2% | -$5.64K | 0.1% | 104 |
|
|
2025
Q1 | $314K | Buy |
5,815
+94
| +2% | +$5.07K | 0.1% | 104 |
|
|
2024
Q4 | $299K | Hold |
5,721
| – | – | 0.1% | 108 |
|
|
2024
Q3 | $328K | Hold |
5,721
| – | – | 0.12% | 110 |
|
|
2024
Q2 | $306K | Hold |
5,721
| – | – | 0.13% | 108 |
|
|
2024
Q1 | $295K | Hold |
5,721
| – | – | 0.13% | 111 |
|
|
2023
Q4 | $289K | Buy |
+5,721
| New | +$289K | 0.15% | 106 |
|