Strategic 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 | $473K | Buy |
+7,887
| New | +$473K | 0.04% | 217 |
|
|
2024
Q4 | $375K | Sell |
6,865
-670
| -9% | -$36.6K | 0.03% | 238 |
|
|
2024
Q3 | $433K | Sell |
7,535
-548
| -7% | -$31.5K | 0.04% | 214 |
|
|
2024
Q2 | $433K | Sell |
8,083
-2,341
| -22% | -$125K | 0.05% | 211 |
|
|
2024
Q1 | $538K | Buy |
10,424
+5,240
| +101% | +$270K | 0.06% | 190 |
|
|
2023
Q4 | $262K | Buy |
5,184
+204
| +4% | +$10.3K | 0.03% | 238 |
|
|
2023
Q3 | $237K | Sell |
4,980
-77
| -2% | -$3.66K | 0.03% | 261 |
|
|
2023
Q2 | $249K | Sell |
5,057
-852
| -14% | -$42K | 0.03% | 261 |
|
|
2023
Q1 | $288K | Sell |
5,909
-198
| -3% | -$9.66K | 0.04% | 217 |
|
|
2022
Q4 | $285K | Sell |
6,107
-3,371
| -36% | -$157K | 0.05% | 212 |
|
|
2022
Q3 | $407K | Buy |
9,478
+1,429
| +18% | +$61.4K | 0.09% | 192 |
|
|
2022
Q2 | $395K | Buy |
+8,049
| New | +$395K | 0.09% | 176 |
|
|
2022
Q1 | – | Sell |
-28,873
| Closed | -$1.73M | – | 276 |
|
|
2021
Q4 | $1.73M | Buy |
28,873
+839
| +3% | +$50.2K | 0.33% | 101 |
|
|
2021
Q3 | $1.73M | Buy |
28,034
+129
| +0.5% | +$7.97K | 0.51% | 46 |
|
|
2021
Q2 | $1.87M | Sell |
27,905
-1,826
| -6% | -$122K | 0.61% | 41 |
|
|
2021
Q1 | $1.91M | Sell |
29,731
-46
| -0.2% | -$2.96K | 0.76% | 30 |
|
|
2020
Q4 | $1.85M | Buy |
+29,777
| New | +$1.85M | 0.77% | 30 |
|
|
2020
Q3 | – | Sell |
-34,770
| Closed | -$1.66M | – | 156 |
|
|
2020
Q2 | $1.66M | Buy |
+34,770
| New | +$1.66M | 0.86% | 30 |
|
|
2019
Q4 | – | Sell |
-6,214
| Closed | -$179K | – | 297 |
|
|
2019
Q3 | $179K | Buy |
6,214
+439
| +8% | +$12.6K | 0.92% | 34 |
|
|
2019
Q2 | $296K | Sell |
5,775
-1,719
| -23% | -$88.1K | 0.14% | 113 |
|
|
2019
Q1 | $389K | Buy |
7,494
+3,134
| +72% | +$163K | 0.18% | 111 |
|
|
2018
Q4 | $214K | Buy |
4,360
+3,452
| +380% | +$169K | 0.11% | 126 |
|
|
2018
Q3 | $47K | Hold |
908
| – | – | 0.03% | 234 |
|
|
2018
Q2 | $48K | Buy |
908
+274
| +43% | +$14.5K | 0.03% | 261 |
|
|
2018
Q1 | $37K | Buy |
634
+435
| +219% | +$25.4K | 0.02% | 273 |
|
|
2017
Q4 | $12K | Buy |
+199
| New | +$12K | 0.01% | 445 |
|