ShoreHaven 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 | $253K | Buy |
4,217
+25
| +0.6% | +$1.5K | 0.1% | 83 |
|
2025
Q1 | $226K | Sell |
4,192
-248
| -6% | -$13.4K | 0.11% | 86 |
|
2024
Q4 | $232K | Sell |
4,440
-3,162
| -42% | -$165K | 0.11% | 84 |
|
2024
Q3 | $436K | Sell |
7,602
-632
| -8% | -$36.3K | 0.21% | 59 |
|
2024
Q2 | $441K | Sell |
8,234
-3
| -0% | -$161 | 0.23% | 55 |
|
2024
Q1 | $425K | Sell |
8,237
-1,603
| -16% | -$82.7K | 0.23% | 55 |
|
2023
Q4 | $498K | Sell |
9,840
-1,173
| -11% | -$59.3K | 0.3% | 52 |
|
2023
Q3 | $524K | Sell |
11,013
-37,315
| -77% | -$1.78M | 0.36% | 48 |
|
2023
Q2 | $2.38M | Buy |
48,328
+18,711
| +63% | +$922K | 1.59% | 21 |
|
2023
Q1 | $1.45M | Buy |
29,617
+1,207
| +4% | +$58.9K | 1.01% | 26 |
|
2022
Q4 | $1.33M | Sell |
28,410
-3,513
| -11% | -$164K | 0.94% | 32 |
|
2022
Q3 | $1.37M | Buy |
31,923
+2,627
| +9% | +$113K | 1.05% | 26 |
|
2022
Q2 | $1.44M | Buy |
+29,296
| New | +$1.44M | 1.03% | 27 |
|
2021
Q2 | – | Sell |
-544
| Closed | -$35K | – | 145 |
|
2021
Q1 | $35K | Hold |
544
| – | – | 0.02% | 139 |
|
2020
Q4 | $34K | Buy |
+544
| New | +$34K | 0.02% | 129 |
|