MSWM
McGlone Suttner 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 | $12.8M | Buy |
213,568
+6,322
| +3% | +$380K | 1.94% | 10 |
|
|
2025
Q1 | $11.2M | Buy |
207,246
+2,480
| +1% | +$134K | 1.84% | 12 |
|
|
2024
Q4 | $10.7M | Buy |
204,766
+52,331
| +34% | +$2.73M | 1.79% | 12 |
|
|
2024
Q3 | $8.75M | Sell |
152,435
-42,914
| -22% | -$2.46M | 1.82% | 11 |
|
|
2024
Q2 | $9.88M | Buy |
195,349
+5,054
| +3% | +$256K | 2.03% | 10 |
|
|
2024
Q1 | $9.82M | Sell |
190,295
-5,054
| -3% | -$261K | 1.84% | 11 |
|
|
2023
Q4 | $9.88M | Buy |
195,349
+3,909
| +2% | +$198K | 1.95% | 10 |
|
|
2023
Q3 | $9.11M | Buy |
191,440
+7,512
| +4% | +$357K | 2.11% | 11 |
|
|
2023
Q2 | $9.07M | Buy |
183,928
+17,494
| +11% | +$862K | 2.07% | 11 |
|
|
2023
Q1 | $8.12M | Buy |
166,434
+33,597
| +25% | +$1.64M | 2.09% | 10 |
|
|
2022
Q4 | $6.2M | Buy |
+132,837
| New | +$6.2M | 1.97% | 10 |
|