JPWM
Jamison Private 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 | $331K | Buy |
5,511
+9
| +0.2% | +$540 | 0.05% | 172 |
|
|
2025
Q1 | $297K | Sell |
5,502
-554
| -9% | -$29.9K | 0.05% | 173 |
|
|
2024
Q4 | $316K | Buy |
6,056
+168
| +3% | +$8.77K | 0.05% | 174 |
|
|
2024
Q3 | $338K | Sell |
5,888
-59
| -1% | -$3.39K | 0.05% | 154 |
|
|
2024
Q2 | $318K | Sell |
5,947
-2,271
| -28% | -$122K | 0.05% | 147 |
|
|
2024
Q1 | $424K | Buy |
8,218
+4,490
| +120% | +$232K | 0.07% | 138 |
|
|
2023
Q4 | $189K | Sell |
3,728
-191
| -5% | -$9.66K | 0.04% | 170 |
|
|
2023
Q3 | $187K | Buy |
+3,919
| New | +$187K | 0.04% | 165 |
|