Ownership history in Sharp Wealth Advisory, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Sharp Wealth Advisory, LLC reported a position in ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 109,549 | +6,006 | +5.8% | 3.71% | $7.4M | $67.22 |
| 2025 Q3 | ADDED | 103,543 | +95,152 | +1134.0% | 3.71% | $6.8M | $64.79 |
| 2025 Q2 | ADDED | 8,391 | +1,000 | +13.5% | 0.32% | $504K | $59.01 |
| 2025 Q1 | UNCHANGED | 7,391 | — | 0% | 0.31% | $399K | $52.41 |
As of 2025 Q4 — sorted by position size