AWM
Aprio Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
27,031
-1,048
| -4% | -$62.9K | 0.18% | 79 |
|
|
2025
Q1 | $1.52M | Buy |
28,079
+22,507
| +404% | +$1.21M | 0.19% | 78 |
|
|
2024
Q4 | $291K | Sell |
5,572
-796
| -13% | -$41.6K | 0.04% | 225 |
|
|
2024
Q3 | $366K | Buy |
6,368
+1,461
| +30% | +$83.9K | 0.06% | 164 |
|
|
2024
Q2 | $263K | Buy |
+4,907
| New | +$263K | 0.05% | 193 |
|
|
2023
Q3 | – | Sell |
-4,118
| Closed | -$203K | – | 188 |
|
|
2023
Q2 | $203K | Sell |
4,118
-374
| -8% | -$18.4K | 0.06% | 148 |
|
|
2023
Q1 | $219K | Buy |
+4,492
| New | +$219K | 0.07% | 125 |
|
|
2022
Q4 | – | Sell |
-5,043
| Closed | -$217K | – | 125 |
|
|
2022
Q3 | $217K | Sell |
5,043
-4,822
| -49% | -$207K | 0.09% | 96 |
|
|
2022
Q2 | $484K | Sell |
9,865
-19,436
| -66% | -$954K | 0.19% | 51 |
|
|
2022
Q1 | $1.63M | Sell |
29,301
-324,300
| -92% | -$18M | 0.62% | 29 |
|
|
2021
Q4 | $21.2M | Buy |
353,601
+19,212
| +6% | +$1.15M | 8.85% | 3 |
|
|
2021
Q3 | $20.7M | Buy |
334,389
+32,452
| +11% | +$2M | 9.41% | 3 |
|
|
2021
Q2 | $20.2M | Buy |
+301,937
| New | +$20.2M | 9.57% | 3 |
|
|
2020
Q4 | $19.7M | Buy |
317,383
+19,771
| +7% | +$1.23M | 13% | 2 |
|
|
2020
Q3 | $15.7M | Buy |
297,612
+293,203
| +6,650% | +$15.5M | 11.15% | 2 |
|
|
2020
Q2 | $210K | Buy |
+4,409
| New | +$210K | 0.2% | 67 |
|
|
2020
Q1 | – | Sell |
-97,762
| Closed | -$5.26M | – | 67 |
|
|
2019
Q4 | $5.26M | Buy |
+97,762
| New | +$5.26M | 3.87% | 7 |
|