Sharp Wealth Advisory, LLC IEMG holdings history
ISHARES CORE MSCI EMERGING · CUSIP 46434G103 · CIK 1733194
As of 2026-06-30, Sharp Wealth Advisory, LLC reported 91.22K IEMG (shares), valued at $7.56M, or 3.50% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares increased 823.04%; reported value increased 996.27%, and weight changed +3.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.50% | 91,215 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 0.34% | 9,882 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 3.71% | 109,549 | SEC filing ↗Filed Jan 16, 2026 |
| Q3 2025 | 3.71% | 103,543 | SEC filing ↗Filed Oct 28, 2025 |
| Q2 2025 | 0.32% | 8,391 | SEC filing ↗Filed Jul 25, 2025 |
| Q1 2025 | 0.31% | 7,391 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 0.29% | 7,391 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 0.33% | 7,551 | SEC filing ↗Filed Nov 4, 2024 |
| Q2 2024 | 0.36% | 7,731 | SEC filing ↗Filed Jul 15, 2024 |
| Q1 2024 | 0.46% | 9,684 | SEC filing ↗Filed Aug 14, 2024 |
| Q4 2023 | 0.52% | 9,404 | SEC filing ↗Filed Aug 14, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 0.52% | 9,404 | $475.65K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 14, 2024 |
| Q1 2024 | 0.46% | 9,684 | $499.69K | Shares increased 2.98%; reported value increased 5.05%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q2 2024 | 0.36% | 7,731 | $413.84K | Shares decreased 20.17%; reported value decreased 17.18%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2024 |
| Q3 2024 | 0.33% | 7,551 | $433.50K | Shares decreased 2.33%; reported value increased 4.75%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2024 |
| Q4 2024 | 0.29% | 7,391 | $385.96K | Shares decreased 2.12%; reported value decreased 10.97%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 0.31% | 7,391 | $398.89K | Shares unchanged; reported value increased 3.35%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 0.32% | 8,391 | $503.71K | Shares increased 13.53%; reported value increased 26.28%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q3 2025 | 3.71% | 103,543 | $6.83M | Shares increased 1133.98%; reported value increased 1255.05%, and weight changed +3.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2025 |
| Q4 2025 | 3.71% | 109,549 | $7.36M | Shares increased 5.80%; reported value increased 7.89%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2026 |
| Q1 2026 | 0.34% | 9,882 | $689.27K | Shares decreased 90.98%; reported value decreased 90.64%, and weight changed -3.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 3.50% | 91,215 | $7.56M | Shares increased 823.04%; reported value increased 996.27%, and weight changed +3.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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