Sweet Financial Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$2.91M	Buy	50,750 +246	+0.5%	+$13.3K	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%	+$705K	0.61%	32
2023 Q3	$1.71M	Hold	35,949	–	–	0.45%	47
2023 Q2	$1.77M	Hold	35,949	–	–	0.47%	47
2023 Q1	$1.75M	Buy	+35,949	New	+$1.76M	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%	-$44.5K	0.11%	119
2022 Q1	$435K	Buy	7,836 +774	+11%	+$44.7K	0.12%	106
2021 Q4	$423K	Buy	+7,062	New	+$436K	0.18%	84