CTWM
Cherry Tree 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 | $818K | Sell |
13,624
-1,152
| -8% | -$69.2K | 0.19% | 77 |
|
|
2025
Q1 | $797K | Sell |
14,776
-83
| -0.6% | -$4.48K | 0.19% | 76 |
|
|
2024
Q4 | $776K | Buy |
14,859
+28
| +0.2% | +$1.46K | 0.19% | 75 |
|
|
2024
Q3 | $851K | Sell |
14,831
-2,055
| -12% | -$118K | 0.2% | 75 |
|
|
2024
Q2 | $904K | Buy |
16,886
+92
| +0.5% | +$4.93K | 0.23% | 69 |
|
|
2024
Q1 | $867K | Sell |
16,794
-956
| -5% | -$49.3K | 0.22% | 70 |
|
|
2023
Q4 | $898K | Buy |
17,750
+110
| +0.6% | +$5.56K | 0.24% | 66 |
|
|
2023
Q3 | $839K | Buy |
17,640
+1,118
| +7% | +$53.2K | 0.25% | 61 |
|
|
2023
Q2 | $814K | Buy |
+16,522
| New | +$814K | 0.24% | 62 |
|