FMWA
Forvis Mazars Wealth Advisors’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 | $7.17M | Sell |
119,435
-4,423
| -4% | -$266K | 0.15% | 75 |
|
|
2025
Q1 | $6.68M | Sell |
123,858
-21,063
| -15% | -$1.14M | 0.16% | 74 |
|
|
2024
Q4 | $7.57M | Sell |
144,921
-10,675
| -7% | -$557K | 0.17% | 70 |
|
|
2024
Q3 | $8.93M | Sell |
155,596
-9,569
| -6% | -$549K | 0.21% | 66 |
|
|
2024
Q2 | $8.84M | Sell |
165,165
-3,620
| -2% | -$194K | 0.22% | 63 |
|
|
2024
Q1 | $8.71M | Sell |
168,785
-20,751
| -11% | -$1.07M | 0.22% | 64 |
|
|
2023
Q4 | $9.59M | Sell |
189,536
-37,025
| -16% | -$1.87M | 0.27% | 55 |
|
|
2023
Q3 | $10.8M | Sell |
226,561
-34,688
| -13% | -$1.65M | 0.33% | 51 |
|
|
2023
Q2 | $12.9M | Sell |
261,249
-7,511
| -3% | -$370K | 0.38% | 45 |
|
|
2023
Q1 | $13.1M | Buy |
268,760
+9,626
| +4% | +$470K | 0.43% | 41 |
|
|
2022
Q4 | $12.1M | Buy |
259,134
+9,585
| +4% | +$448K | 0.42% | 46 |
|
|
2022
Q3 | $10.7M | Buy |
249,549
+18,220
| +8% | +$783K | 0.43% | 40 |
|
|
2022
Q2 | $11.3M | Buy |
231,329
+88,845
| +62% | +$4.36M | 0.46% | 37 |
|
|
2022
Q1 | $7.92M | Buy |
142,484
+126,175
| +774% | +$7.01M | 0.34% | 36 |
|
|
2021
Q4 | $976K | Buy |
16,309
+4,452
| +38% | +$266K | 0.04% | 140 |
|
|
2021
Q3 | $732K | Buy |
11,857
+1,102
| +10% | +$68K | 0.03% | 148 |
|
|
2021
Q2 | $720K | Buy |
10,755
+1,036
| +11% | +$69.4K | 0.03% | 147 |
|
|
2021
Q1 | $625K | Buy |
9,719
+1,734
| +22% | +$112K | 0.03% | 155 |
|
|
2020
Q4 | $495K | Buy |
7,985
+227
| +3% | +$14.1K | 0.02% | 230 |
|
|
2020
Q3 | $410K | Sell |
7,758
-145
| -2% | -$7.66K | 0.02% | 228 |
|
|
2020
Q2 | $376K | Buy |
7,903
+337
| +4% | +$16K | 0.02% | 225 |
|
|
2020
Q1 | $306K | Sell |
7,566
-7,674
| -50% | -$310K | 0.03% | 223 |
|
|
2019
Q4 | $819K | Buy |
15,240
+3,170
| +26% | +$170K | 0.06% | 134 |
|
|
2019
Q3 | $592K | Sell |
12,070
-1,554
| -11% | -$76.2K | 0.05% | 147 |
|
|
2019
Q2 | $701K | Buy |
13,624
+2,001
| +17% | +$103K | 0.06% | 129 |
|
|
2019
Q1 | $601K | Sell |
11,623
-6,541
| -36% | -$338K | 0.05% | 144 |
|
|
2018
Q4 | $856K | Buy |
18,164
+11,087
| +157% | +$522K | 0.09% | 98 |
|
|
2018
Q3 | $366K | Buy |
7,077
+45
| +0.6% | +$2.33K | 0.03% | 177 |
|
|
2018
Q2 | $369K | Buy |
7,032
+35
| +0.5% | +$1.84K | 0.04% | 177 |
|
|
2018
Q1 | $409K | Sell |
6,997
-32
| -0.5% | -$1.87K | 0.04% | 169 |
|
|
2017
Q4 | $400K | Buy |
7,029
+1,263
| +22% | +$71.9K | 0.04% | 173 |
|
|
2017
Q3 | $312K | Buy |
5,766
+109
| +2% | +$5.9K | 0.03% | 181 |
|
|
2017
Q2 | $283K | Buy |
5,657
+1,252
| +28% | +$62.6K | 0.03% | 191 |
|
|
2017
Q1 | $211K | Buy |
+4,405
| New | +$211K | 0.03% | 202 |
|