FWA
FSM 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 | $670K | Buy |
11,209
+2,286
| +26% | +$137K | 0.11% | 120 |
|
|
2025
Q1 | $482K | Buy |
8,923
+1,863
| +26% | +$101K | 0.11% | 111 |
|
|
2024
Q4 | $367K | Buy |
+7,060
| New | +$367K | 0.09% | 121 |
|
|
2023
Q3 | – | Sell |
-5,938
| Closed | -$295K | – | 159 |
|
|
2023
Q2 | $295K | Sell |
5,938
-52
| -0.9% | -$2.58K | 0.15% | 121 |
|
|
2023
Q1 | $292K | Buy |
5,990
+178
| +3% | +$8.69K | 0.17% | 119 |
|
|
2022
Q4 | $271K | Buy |
5,812
+541
| +10% | +$25.3K | 0.19% | 114 |
|
|
2022
Q3 | $227K | Buy |
5,271
+397
| +8% | +$17.1K | 0.19% | 119 |
|
|
2022
Q2 | $240K | Buy |
+4,874
| New | +$240K | 0.24% | 98 |
|