Sweet 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.91M | Buy |
50,750
+246
| +0.5% | +$14.1K | 0.63% | 32 |
|
|
2024
Q2 | $2.7M | Hold |
50,504
| – | – | 0.62% | 34 |
|
|
2024
Q1 | $2.61M | Hold |
50,504
| – | – | 0.6% | 37 |
|
|
2023
Q4 | $2.55M | Buy |
50,504
+14,555
| +40% | +$736K | 0.61% | 32 |
|
|
2023
Q3 | $1.71M | Hold |
35,949
| – | – | 0.45% | 47 |
|
|
2023
Q2 | $1.77M | Hold |
35,949
| – | – | 0.46% | 47 |
|
|
2023
Q1 | $1.75M | Buy |
+35,949
| New | +$1.75M | 0.49% | 34 |
|
|
2022
Q4 | – | Sell |
-6,974
| Closed | -$300K | – | 170 |
|
|
2022
Q3 | $300K | Hold |
6,974
| – | – | 0.1% | 129 |
|
|
2022
Q2 | $342K | Sell |
6,974
-862
| -11% | -$42.3K | 0.11% | 119 |
|
|
2022
Q1 | $435K | Buy |
7,836
+774
| +11% | +$43K | 0.12% | 106 |
|
|
2021
Q4 | $423K | Buy |
+7,062
| New | +$423K | 0.18% | 84 |
|