Carson Wealth (CWM LLC)’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 | $249M | Buy |
4,139,966
+1,625,575
| +65% | +$97.6M | 0.88% | 20 |
|
|
2025
Q1 | $136M | Buy |
2,514,391
+866,820
| +53% | +$46.8M | 0.54% | 38 |
|
|
2024
Q4 | $86M | Sell |
1,647,571
-3,470
| -0.2% | -$181K | 0.36% | 49 |
|
|
2024
Q3 | $94.8M | Sell |
1,651,041
-337,579
| -17% | -$19.4M | 0.41% | 43 |
|
|
2024
Q2 | $106M | Buy |
1,988,620
+872,030
| +78% | +$46.7M | 0.5% | 34 |
|
|
2024
Q1 | $57.6M | Sell |
1,116,590
-1,515,438
| -58% | -$78.2M | 0.28% | 65 |
|
|
2023
Q4 | $133M | Sell |
2,632,028
-552,536
| -17% | -$27.9M | 0.72% | 27 |
|
|
2023
Q3 | $152M | Sell |
3,184,564
-1,613,721
| -34% | -$76.8M | 0.93% | 19 |
|
|
2023
Q2 | $237M | Sell |
4,798,285
-116,248
| -2% | -$5.73M | 1.46% | 10 |
|
|
2023
Q1 | $240M | Buy |
4,914,533
+4,570,342
| +1,328% | +$223M | 1.62% | 9 |
|
|
2022
Q4 | $16.1M | Sell |
344,191
-8,364
| -2% | -$391K | 0.12% | 157 |
|
|
2022
Q3 | $15.2M | Buy |
352,555
+16,651
| +5% | +$716K | 0.12% | 155 |
|
|
2022
Q2 | $16.5M | Sell |
335,904
-52,921
| -14% | -$2.6M | 0.13% | 152 |
|
|
2022
Q1 | $21.6M | Buy |
388,825
+42,162
| +12% | +$2.34M | 0.15% | 135 |
|
|
2021
Q4 | $20.8M | Buy |
+346,663
| New | +$20.8M | 0.15% | 141 |
|
|
2021
Q2 | $22M | Hold |
329,050
| – | – | 0.18% | 121 |
|
|
2021
Q1 | $22M | Hold |
329,050
| – | – | 0.18% | 121 |
|
|
2020
Q4 | $22M | Hold |
329,050
| – | – | 0.18% | 121 |
|
|
2020
Q3 | $22M | Hold |
329,050
| – | – | 0.18% | 121 |
|
|
2020
Q2 | $22M | Hold |
329,050
| – | – | 0.18% | 121 |
|
|
2020
Q1 | $22M | Hold |
329,050
| – | – | 0.18% | 121 |
|
|
2019
Q4 | $22M | Hold |
329,050
| – | – | 0.18% | 121 |
|
|
2019
Q3 | $22M | Hold |
329,050
| – | – | 0.18% | 121 |
|
|
2019
Q2 | $22M | Hold |
329,050
| – | – | 0.18% | 121 |
|
|
2019
Q1 | $22M | Sell |
329,050
-617,508
| -65% | -$41.4M | 0.18% | 121 |
|
|
2018
Q4 | $44.6M | Sell |
946,558
-3,518
| -0.4% | -$166K | 1.11% | 15 |
|
|
2018
Q3 | $49.2M | Buy |
950,076
+45,939
| +5% | +$2.38M | 1.26% | 13 |
|
|
2018
Q2 | $47.5M | Buy |
904,137
+10,308
| +1% | +$541K | 1.56% | 8 |
|
|
2018
Q1 | $52.2M | Buy |
893,829
+169,764
| +23% | +$9.91M | 2.07% | 7 |
|
|
2017
Q4 | $41.2M | Buy |
724,065
+356,588
| +97% | +$20.3M | 1.83% | 7 |
|
|
2017
Q3 | $19.9M | Buy |
367,477
+41,286
| +13% | +$2.23M | 0.94% | 32 |
|
|
2017
Q2 | $16.3M | Buy |
326,191
+199,134
| +157% | +$9.96M | 0.84% | 36 |
|
|
2017
Q1 | $6.07M | Buy |
127,057
+121,276
| +2,098% | +$5.8M | 0.34% | 62 |
|
|
2016
Q4 | $245K | Buy |
5,781
+516
| +10% | +$21.9K | 0.02% | 257 |
|
|
2016
Q3 | $240K | Buy |
5,265
+1,517
| +40% | +$69.2K | 0.02% | 248 |
|
|
2016
Q2 | $157K | Sell |
3,748
-869
| -19% | -$36.4K | 0.01% | 259 |
|
|
2016
Q1 | $192K | Sell |
4,617
-3,657
| -44% | -$152K | 0.02% | 233 |
|
|
2015
Q4 | $326K | Buy |
+8,274
| New | +$326K | 0.03% | 194 |
|