LGWM
Litman Gregory 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 | $42M | Buy |
699,933
+67,604
| +11% | +$4.06M | 3.3% | 6 |
|
|
2025
Q1 | $34.1M | Sell |
632,329
-54,126
| -8% | -$2.92M | 2.93% | 8 |
|
|
2024
Q4 | $35.8M | Sell |
686,455
-26,772
| -4% | -$1.4M | 3.11% | 8 |
|
|
2024
Q3 | $40.9M | Sell |
713,227
-942
| -0.1% | -$54.1K | 3.42% | 7 |
|
|
2024
Q2 | $38.2M | Sell |
714,169
-232,196
| -25% | -$12.4M | 3.39% | 8 |
|
|
2024
Q1 | $48.8M | Sell |
946,365
-13,092
| -1% | -$676K | 4.43% | 8 |
|
|
2023
Q4 | $48.5M | Buy |
959,457
+27,928
| +3% | +$1.41M | 4.6% | 9 |
|
|
2023
Q3 | $44.3M | Buy |
931,529
+46,862
| +5% | +$2.23M | 4.57% | 8 |
|
|
2023
Q2 | $43.6M | Buy |
+884,667
| New | +$43.6M | 5.44% | 8 |
|
|
2023
Q1 | – | Sell |
-780,059
| Closed | -$36.4M | – | 64 |
|
|
2022
Q4 | $36.4M | Buy |
780,059
+3,394
| +0.4% | +$159K | 5.09% | 8 |
|
|
2022
Q3 | $33.4M | Buy |
776,665
+290,912
| +60% | +$12.5M | 5.34% | 8 |
|
|
2022
Q2 | $23.8M | Buy |
485,753
+57,013
| +13% | +$2.8M | 3.51% | 10 |
|
|
2022
Q1 | $23.8M | Buy |
428,740
+117,090
| +38% | +$6.5M | 3.48% | 8 |
|
|
2021
Q4 | $18.7M | Buy |
311,650
+60,268
| +24% | +$3.61M | 3.17% | 8 |
|
|
2021
Q3 | $15.5M | Buy |
251,382
+234,920
| +1,427% | +$14.5M | 2.92% | 7 |
|
|
2021
Q2 | $16.5K | Sell |
16,462
-231,069
| -93% | -$231K | 3.07% | 7 |
|
|
2021
Q1 | $15.9M | Sell |
247,531
-1,320
| -0.5% | -$85K | 3.12% | 8 |
|
|
2020
Q4 | $15.4M | Sell |
248,851
-169
| -0.1% | -$10.5K | 2.84% | 9 |
|
|
2020
Q3 | $13.1M | Sell |
249,020
-1,217
| -0.5% | -$64.3K | 2.72% | 9 |
|
|
2020
Q2 | $11.9M | Buy |
250,237
+23,535
| +10% | +$1.12M | 2.63% | 9 |
|
|
2020
Q1 | $9.18M | Buy |
226,702
+113,821
| +101% | +$4.61M | 2.31% | 11 |
|
|
2019
Q4 | $6.07M | Buy |
112,881
+395
| +0.4% | +$21.2K | 1.35% | 14 |
|
|
2019
Q3 | $5.51M | Buy |
112,486
+184
| +0.2% | +$9.02K | 1.35% | 14 |
|
|
2019
Q2 | $5.78M | Sell |
112,302
-355
| -0.3% | -$18.3K | 1.52% | 12 |
|
|
2019
Q1 | $5.83M | Buy |
112,657
+2,222
| +2% | +$115K | 1.59% | 12 |
|
|
2018
Q4 | $5.21M | Buy |
110,435
+23,755
| +27% | +$1.12M | 1.6% | 12 |
|
|
2018
Q3 | $4.49M | Buy |
86,680
+3,617
| +4% | +$187K | 1.51% | 13 |
|
|
2018
Q2 | $4.36M | Buy |
+83,063
| New | +$4.36M | 1.72% | 12 |
|