EWM
Evercore 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 | $1.34M | Sell |
22,338
-558
| -2% | -$33.5K | 0.02% | 188 |
|
|
2025
Q1 | $1.24M | Hold |
22,896
| – | – | 0.02% | 201 |
|
|
2024
Q4 | $1.2M | Buy |
22,896
+103
| +0.5% | +$5.38K | 0.02% | 205 |
|
|
2024
Q3 | $1.31M | Hold |
22,793
| – | – | 0.02% | 198 |
|
|
2024
Q2 | $1.22M | Buy |
22,793
+328
| +1% | +$17.6K | 0.02% | 204 |
|
|
2024
Q1 | $1.16M | Sell |
22,465
-2,769
| -11% | -$143K | 0.02% | 206 |
|
|
2023
Q4 | $1.28M | Sell |
25,234
-10,479
| -29% | -$530K | 0.02% | 202 |
|
|
2023
Q3 | $1.7M | Buy |
35,713
+25,800
| +260% | +$1.23M | 0.03% | 168 |
|
|
2023
Q2 | $489K | Sell |
9,913
-1,866
| -16% | -$92K | 0.01% | 283 |
|
|
2023
Q1 | $575K | Buy |
11,779
+1,271
| +12% | +$62K | 0.01% | 264 |
|
|
2022
Q4 | $491K | Sell |
10,508
-55
| -0.5% | -$2.57K | 0.01% | 266 |
|
|
2022
Q3 | $454K | Buy |
10,563
+131
| +1% | +$5.63K | 0.01% | 266 |
|
|
2022
Q2 | $511K | Sell |
10,432
-4,203
| -29% | -$206K | 0.01% | 256 |
|
|
2022
Q1 | $813K | Sell |
14,635
-5,496
| -27% | -$305K | 0.01% | 247 |
|
|
2021
Q4 | $1.21M | Sell |
20,131
-851
| -4% | -$50.9K | 0.02% | 211 |
|
|
2021
Q3 | $1.3M | Sell |
20,982
-145
| -0.7% | -$8.95K | 0.02% | 198 |
|
|
2021
Q2 | $1.42M | Sell |
21,127
-2,288
| -10% | -$153K | 0.03% | 194 |
|
|
2021
Q1 | $1.51M | Buy |
23,415
+492
| +2% | +$31.7K | 0.03% | 188 |
|
|
2020
Q4 | $1.42M | Buy |
22,923
+3,754
| +20% | +$233K | 0.03% | 184 |
|
|
2020
Q3 | $1.01M | Buy |
19,169
+650
| +4% | +$34.3K | 0.02% | 194 |
|
|
2020
Q2 | $882K | Sell |
18,519
-7,254
| -28% | -$345K | 0.02% | 202 |
|
|
2020
Q1 | $1.04M | Buy |
25,773
+3,502
| +16% | +$142K | 0.03% | 175 |
|
|
2019
Q4 | $1.2M | Buy |
22,271
+40
| +0.2% | +$2.15K | 0.03% | 194 |
|
|
2019
Q3 | $1.09M | Buy |
22,231
+2,981
| +15% | +$146K | 0.03% | 192 |
|
|
2019
Q2 | $990K | Sell |
19,250
-3,169
| -14% | -$163K | 0.03% | 205 |
|
|
2019
Q1 | $1.16M | Buy |
22,419
+10
| +0% | +$517 | 0.04% | 187 |
|
|
2018
Q4 | $1.06M | Buy |
22,409
+840
| +4% | +$39.6K | 0.04% | 172 |
|
|
2018
Q3 | $1.12M | Buy |
21,569
+8,023
| +59% | +$415K | 0.04% | 187 |
|
|
2018
Q2 | $711K | Buy |
13,546
+9,800
| +262% | +$514K | 0.02% | 233 |
|
|
2018
Q1 | $219K | Buy |
3,746
+17
| +0.5% | +$994 | 0.01% | 333 |
|
|
2017
Q4 | $212K | Hold |
3,729
| – | – | 0.01% | 357 |
|
|
2017
Q3 | $201K | Hold |
3,729
| – | – | 0.01% | 365 |
|
|
2017
Q2 | $187K | Buy |
3,729
+1,166
| +45% | +$58.5K | 0.01% | 375 |
|
|
2017
Q1 | $122K | Buy |
2,563
+20
| +0.8% | +$952 | ﹤0.01% | 443 |
|
|
2016
Q4 | $108K | Hold |
2,543
| – | – | ﹤0.01% | 478 |
|
|
2016
Q3 | $116K | Buy |
2,543
+1,941
| +322% | +$88.5K | ﹤0.01% | 458 |
|
|
2016
Q2 | $25K | Buy |
+602
| New | +$25K | ﹤0.01% | 715 |
|