BSW 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 | $13.9M | Sell |
231,935
-675
| -0.3% | -$40.5K | 1.91% | 10 |
|
|
2025
Q1 | $12.6M | Sell |
232,610
-1,083
| -0.5% | -$58.4K | 1.91% | 10 |
|
|
2024
Q4 | $12.2M | Sell |
233,693
-6,272
| -3% | -$328K | 1.79% | 10 |
|
|
2024
Q3 | $13.8M | Buy |
239,965
+8,219
| +4% | +$472K | 2.07% | 9 |
|
|
2024
Q2 | $12.4M | Buy |
231,746
+1,514
| +0.7% | +$81K | 2.04% | 10 |
|
|
2024
Q1 | $11.9M | Buy |
230,232
+19,105
| +9% | +$986K | 2.01% | 11 |
|
|
2023
Q4 | $10.7M | Buy |
211,127
+4,224
| +2% | +$214K | 2.12% | 10 |
|
|
2023
Q3 | $9.85M | Buy |
206,903
+505
| +0.2% | +$24K | 2.19% | 10 |
|
|
2023
Q2 | $10.2M | Buy |
206,398
+8,766
| +4% | +$432K | 2.12% | 10 |
|
|
2023
Q1 | $9.64M | Buy |
197,632
+3,114
| +2% | +$152K | 1.98% | 10 |
|
|
2022
Q4 | $9.08M | Buy |
194,518
+4,035
| +2% | +$188K | 1.95% | 11 |
|
|
2022
Q3 | $8.19M | Buy |
190,483
+5,132
| +3% | +$221K | 2.01% | 10 |
|
|
2022
Q2 | $9.09M | Sell |
185,351
-42,504
| -19% | -$2.09M | 2.18% | 10 |
|
|
2022
Q1 | $12.7M | Buy |
227,855
+10,810
| +5% | +$600K | 3.2% | 6 |
|
|
2021
Q4 | $13M | Buy |
217,045
+28,039
| +15% | +$1.68M | 3.26% | 6 |
|
|
2021
Q3 | $11.7M | Buy |
189,006
+5,897
| +3% | +$364K | 3.26% | 6 |
|
|
2021
Q2 | $12.3M | Sell |
183,109
-2,736
| -1% | -$183K | 3.37% | 6 |
|
|
2021
Q1 | $12M | Buy |
185,845
+292
| +0.2% | +$18.8K | 3.46% | 7 |
|
|
2020
Q4 | $11.5M | Sell |
185,553
-1,432
| -0.8% | -$88.8K | 3.54% | 8 |
|
|
2020
Q3 | $9.87M | Sell |
186,985
-25,042
| -12% | -$1.32M | 3.71% | 6 |
|
|
2020
Q2 | $10.1M | Buy |
212,027
+6,981
| +3% | +$332K | 3.38% | 7 |
|
|
2020
Q1 | $8.3M | Sell |
205,046
-755
| -0.4% | -$30.6K | 3.45% | 8 |
|
|
2019
Q4 | $11.1M | Buy |
205,801
+4,460
| +2% | +$240K | 3.77% | 7 |
|
|
2019
Q3 | $9.87M | Buy |
201,341
+29,368
| +17% | +$1.44M | 3.8% | 8 |
|
|
2019
Q2 | $8.85M | Buy |
171,973
+8,962
| +5% | +$461K | 3.34% | 8 |
|
|
2019
Q1 | $8.43M | Sell |
163,011
-14,866
| -8% | -$769K | 3.34% | 8 |
|
|
2018
Q4 | $8.39M | Sell |
177,877
-49,596
| -22% | -$2.34M | 3.17% | 9 |
|
|
2018
Q3 | $11.8M | Buy |
227,473
+35,221
| +18% | +$1.82M | 4.49% | 5 |
|
|
2018
Q2 | $10.1M | Buy |
192,252
+12,172
| +7% | +$639K | 4.37% | 5 |
|
|
2018
Q1 | $10.5M | Sell |
180,080
-2,758
| -2% | -$161K | 4.71% | 6 |
|
|
2017
Q4 | $10.4M | Buy |
182,838
+3,241
| +2% | +$184K | 4.33% | 7 |
|
|
2017
Q3 | $9.7M | Sell |
179,597
-42,056
| -19% | -$2.27M | 4.23% | 7 |
|
|
2017
Q2 | $11.1M | Buy |
221,653
+13,704
| +7% | +$686K | 5.05% | 6 |
|
|
2017
Q1 | $9.94M | Buy |
207,949
+29,369
| +16% | +$1.4M | 4.92% | 7 |
|
|
2016
Q4 | $7.58M | Buy |
+178,580
| New | +$7.58M | 3.96% | 8 |
|