LWA
Lowe 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 | $288K | Buy |
4,800
+270
| +6% | +$16.2K | 0.11% | 48 |
|
|
2025
Q1 | $244K | Hold |
4,530
| – | – | 0.1% | 48 |
|
|
2024
Q4 | $237K | Sell |
4,530
-1,300
| -22% | -$67.9K | 0.1% | 48 |
|
|
2024
Q3 | $335K | Sell |
5,830
-35
| -0.6% | -$2.01K | 0.14% | 41 |
|
|
2024
Q2 | $314K | Sell |
5,865
-360
| -6% | -$19.3K | 0.14% | 38 |
|
|
2024
Q1 | $321K | Sell |
6,225
-1,030
| -14% | -$53.1K | 0.15% | 36 |
|
|
2023
Q4 | $367K | Sell |
7,255
-290
| -4% | -$14.7K | 0.18% | 35 |
|
|
2023
Q3 | $359K | Sell |
7,545
-1,022
| -12% | -$48.6K | 0.19% | 34 |
|
|
2023
Q2 | $422K | Buy |
8,567
+90
| +1% | +$4.44K | 0.21% | 35 |
|
|
2023
Q1 | $414K | Sell |
8,477
-160
| -2% | -$7.81K | 0.22% | 34 |
|
|
2022
Q4 | $403K | Hold |
8,637
| – | – | 0.22% | 34 |
|
|
2022
Q3 | $371K | Sell |
8,637
-2,676
| -24% | -$115K | 0.22% | 31 |
|
|
2022
Q2 | $555K | Sell |
11,313
-13,495
| -54% | -$662K | 0.3% | 29 |
|
|
2022
Q1 | $1.38M | Sell |
24,808
-1,835
| -7% | -$102K | 0.62% | 19 |
|
|
2021
Q4 | $1.6M | Sell |
26,643
-2,115
| -7% | -$127K | 0.7% | 15 |
|
|
2021
Q3 | $1.78M | Sell |
28,758
-4,885
| -15% | -$302K | 0.84% | 14 |
|
|
2021
Q2 | $2.25M | Sell |
33,643
-1,135
| -3% | -$76K | 1.08% | 13 |
|
|
2021
Q1 | $2.24M | Buy |
34,778
+1,538
| +5% | +$99K | 1.13% | 14 |
|
|
2020
Q4 | $2.06M | Buy |
33,240
+3,770
| +13% | +$234K | 1.05% | 13 |
|
|
2020
Q3 | $1.56M | Buy |
29,470
+1,413
| +5% | +$74.6K | 0.86% | 13 |
|
|
2020
Q2 | $1.34M | Sell |
28,057
-1,510
| -5% | -$71.9K | 0.79% | 14 |
|
|
2020
Q1 | $1.2M | Buy |
29,567
+119
| +0.4% | +$4.82K | 0.84% | 15 |
|
|
2019
Q4 | $1.58M | Buy |
29,448
+2,031
| +7% | +$109K | 0.88% | 18 |
|
|
2019
Q3 | $1.34M | Buy |
27,417
+696
| +3% | +$34.1K | 0.8% | 18 |
|
|
2019
Q2 | $1.38M | Buy |
26,721
+636
| +2% | +$32.7K | 0.83% | 18 |
|
|
2019
Q1 | $1.35M | Buy |
26,085
+6,125
| +31% | +$317K | 0.82% | 19 |
|
|
2018
Q4 | $941K | Sell |
19,960
-127
| -0.6% | -$5.99K | 0.64% | 19 |
|
|
2018
Q3 | $1.04M | Buy |
20,087
+1,164
| +6% | +$60.3K | 0.62% | 18 |
|
|
2018
Q2 | $994K | Buy |
18,923
+357
| +2% | +$18.8K | 0.62% | 21 |
|
|
2018
Q1 | $1.08M | Buy |
18,566
+1,056
| +6% | +$61.7K | 0.68% | 18 |
|
|
2017
Q4 | $996K | Buy |
17,510
+1,778
| +11% | +$101K | 0.61% | 20 |
|
|
2017
Q3 | $850K | Buy |
15,732
+478
| +3% | +$25.8K | 0.53% | 22 |
|
|
2017
Q2 | $763K | Buy |
15,254
+539
| +4% | +$27K | 0.49% | 23 |
|
|
2017
Q1 | $703K | Sell |
14,715
-355
| -2% | -$17K | 0.46% | 24 |
|
|
2016
Q4 | $640K | Sell |
15,070
-410
| -3% | -$17.4K | 0.44% | 24 |
|
|
2016
Q3 | $706K | Buy |
15,480
+15,075
| +3,722% | +$688K | 0.48% | 24 |
|
|
2016
Q2 | $17K | Buy |
+405
| New | +$17K | 0.01% | 105 |
|