TFO 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 | $1.71M | Buy |
28,424
+272
| +1% | +$16.3K | 0.3% | 22 |
|
|
2025
Q1 | $1.52M | Sell |
28,152
-266
| -0.9% | -$14.4K | 0.3% | 19 |
|
|
2024
Q4 | $1.48M | Buy |
28,418
+122
| +0.4% | +$6.37K | 0.7% | 6 |
|
|
2024
Q3 | $1.62M | Buy |
28,296
+67
| +0.2% | +$3.85K | 0.3% | 17 |
|
|
2024
Q2 | $1.51M | Buy |
28,229
+98
| +0.3% | +$5.25K | 0.3% | 17 |
|
|
2024
Q1 | $1.45M | Buy |
28,131
+4
| +0% | +$206 | 0.28% | 19 |
|
|
2023
Q4 | $1.42M | Buy |
28,127
+90
| +0.3% | +$4.55K | 0.29% | 18 |
|
|
2023
Q3 | $1.38M | Hold |
28,037
| – | – | 0.29% | 19 |
|
|
2023
Q2 | $1.38M | Buy |
28,037
+590
| +2% | +$29.1K | 0.29% | 18 |
|
|
2023
Q1 | $1.34M | Buy |
27,447
+27,421
| +105,465% | +$1.34M | 0.29% | 18 |
|
|
2022
Q4 | $2.37K | Sell |
26
-30,192
| -100% | -$2.75M | ﹤0.01% | 235 |
|
|
2022
Q3 | $1.3M | Sell |
30,218
-47,040
| -61% | -$2.02M | 0.32% | 19 |
|
|
2022
Q2 | $3.79M | Sell |
77,258
-1,227
| -2% | -$60.2K | 0.85% | 14 |
|
|
2022
Q1 | $4.36M | Buy |
78,485
+35,030
| +81% | +$1.95M | 0.86% | 12 |
|
|
2021
Q4 | $2.58M | Buy |
43,455
+114
| +0.3% | +$6.76K | 0.49% | 15 |
|
|
2021
Q3 | $2.68M | Sell |
43,341
-206
| -0.5% | -$12.7K | 0.53% | 15 |
|
|
2021
Q2 | $2.94M | Buy |
43,547
+212
| +0.5% | +$14.3K | 0.58% | 14 |
|
|
2021
Q1 | $2.79M | Sell |
43,335
-239
| -0.5% | -$15.4K | 0.84% | 12 |
|
|
2020
Q4 | $2.7M | Buy |
43,574
+16,280
| +60% | +$1.01M | 0.86% | 12 |
|
|
2020
Q3 | $1.44M | Sell |
27,294
-1,415
| -5% | -$74.7K | 0.56% | 12 |
|
|
2020
Q2 | $1.37M | Buy |
28,709
+23,024
| +405% | +$1.1M | 0.54% | 12 |
|
|
2020
Q1 | $230K | Sell |
5,685
-1,654
| -23% | -$66.9K | 0.1% | 30 |
|
|
2019
Q4 | $394K | Buy |
+7,339
| New | +$394K | 0.36% | 23 |
|