Roth Financial 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 | $8.54M | Buy |
142,205
+3,904
| +3% | +$234K | 3.08% | 10 |
|
|
2025
Q1 | $7.46M | Buy |
138,301
+4,042
| +3% | +$218K | 2.95% | 10 |
|
|
2024
Q4 | $7.01M | Buy |
134,259
+5,314
| +4% | +$278K | 2.79% | 10 |
|
|
2024
Q3 | $7.41M | Buy |
128,945
+8,904
| +7% | +$511K | 2.96% | 10 |
|
|
2024
Q2 | $6.43M | Buy |
120,041
+18,717
| +18% | +$1M | 2.77% | 10 |
|
|
2024
Q1 | $5.23M | Buy |
101,324
+39,459
| +64% | +$2.04M | 2.32% | 10 |
|
|
2023
Q4 | $3.13M | Buy |
61,865
+34,873
| +129% | +$1.76M | 1.6% | 11 |
|
|
2023
Q3 | $1.28M | Sell |
26,992
-6,663
| -20% | -$317K | 0.8% | 13 |
|
|
2023
Q2 | $1.66M | Sell |
33,655
-290
| -0.9% | -$14.3K | 1.04% | 12 |
|
|
2023
Q1 | $1.66M | Sell |
33,945
-217
| -0.6% | -$10.6K | 1.1% | 12 |
|
|
2022
Q4 | $1.6M | Buy |
34,162
+377
| +1% | +$17.6K | 1.15% | 11 |
|
|
2022
Q3 | $1.45M | Sell |
33,785
-59
| -0.2% | -$2.54K | 1.17% | 11 |
|
|
2022
Q2 | $1.66M | Buy |
33,844
+15,172
| +81% | +$745K | 1.33% | 11 |
|
|
2022
Q1 | $1.04M | Buy |
18,672
+7,978
| +75% | +$443K | 0.75% | 12 |
|
|
2021
Q4 | $640K | Sell |
10,694
-297
| -3% | -$17.8K | 0.46% | 12 |
|
|
2021
Q3 | $679K | Buy |
10,991
+265
| +2% | +$16.4K | 0.53% | 12 |
|
|
2021
Q2 | $719K | Buy |
10,726
+1,704
| +19% | +$114K | 0.55% | 12 |
|
|
2021
Q1 | $581K | Buy |
9,022
+212
| +2% | +$13.7K | 0.48% | 12 |
|
|
2020
Q4 | $547K | Buy |
+8,810
| New | +$547K | 0.54% | 11 |
|