Stone House Investment Management’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 | $20.5M | Buy |
341,294
+172,840
| +103% | +$10.4M | 3.77% | 11 |
|
|
2025
Q1 | $9.09M | Buy |
168,454
+95,381
| +131% | +$5.15M | 1.84% | 17 |
|
|
2024
Q4 | $3.82M | Sell |
73,073
-13,163
| -15% | -$687K | 0.97% | 21 |
|
|
2024
Q3 | $4.95M | Sell |
86,236
-46,107
| -35% | -$2.65M | 1.02% | 20 |
|
|
2024
Q2 | $7.08M | Buy |
132,343
+64,098
| +94% | +$3.43M | 1.84% | 15 |
|
|
2024
Q1 | $3.52M | Sell |
68,245
-17,505
| -20% | -$903K | 0.83% | 21 |
|
|
2023
Q4 | $4.34M | Sell |
85,750
-37,213
| -30% | -$1.88M | 1.5% | 16 |
|
|
2023
Q3 | $5.85M | Sell |
122,963
-85,463
| -41% | -$4.07M | 2.04% | 13 |
|
|
2023
Q2 | $10.3M | Buy |
208,426
+5,814
| +3% | +$287K | 3.72% | 8 |
|
|
2023
Q1 | $9.89M | Buy |
+202,612
| New | +$9.89M | 3.34% | 10 |
|
|
2020
Q2 | – | Sell |
-58,589
| Closed | -$2.37M | – | 35 |
|
|
2020
Q1 | $2.37M | Buy |
+58,589
| New | +$2.37M | 1.39% | 20 |
|
|
2019
Q4 | – | Sell |
-122,401
| Closed | -$6M | – | 32 |
|
|
2019
Q3 | $6M | Buy |
122,401
+3,631
| +3% | +$178K | 2.99% | 10 |
|
|
2019
Q2 | $6.11M | Buy |
118,770
+35,217
| +42% | +$1.81M | 3.19% | 9 |
|
|
2019
Q1 | $4.32M | Buy |
83,553
+1,753
| +2% | +$90.7K | 2.25% | 15 |
|
|
2018
Q4 | $3.86M | Sell |
81,800
-25,616
| -24% | -$1.21M | 2.44% | 13 |
|
|
2018
Q3 | $5.56M | Sell |
107,416
-16,532
| -13% | -$856K | 3.19% | 12 |
|
|
2018
Q2 | $6.51M | Sell |
123,948
-28,232
| -19% | -$1.48M | 4.15% | 8 |
|
|
2018
Q1 | $8.89M | Sell |
152,180
-51,564
| -25% | -$3.01M | 5.77% | 4 |
|
|
2017
Q4 | $11.6M | Buy |
203,744
+53,137
| +35% | +$3.02M | 7.85% | 3 |
|
|
2017
Q3 | $8.14M | Buy |
150,607
+319
| +0.2% | +$17.2K | 5.79% | 5 |
|
|
2017
Q2 | $7.52M | Buy |
150,288
+48,304
| +47% | +$2.42M | 5.4% | 6 |
|
|
2017
Q1 | $4.87M | Buy |
101,984
+42,017
| +70% | +$2.01M | 3.65% | 9 |
|
|
2016
Q4 | $2.55M | Buy |
+59,967
| New | +$2.55M | 2.14% | 16 |
|