OPWM
Oakwell 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 | $220K | Buy |
+3,661
| New | +$220K | 0.05% | 70 |
|
|
2025
Q1 | – | Sell |
-5,504
| Closed | -$287K | – | 71 |
|
|
2024
Q4 | $287K | Hold |
5,504
| – | – | 0.08% | 54 |
|
|
2024
Q3 | $316K | Hold |
5,504
| – | – | 0.09% | 52 |
|
|
2024
Q2 | $295K | Hold |
5,504
| – | – | 0.08% | 55 |
|
|
2024
Q1 | $284K | Hold |
5,504
| – | – | 0.09% | 54 |
|
|
2023
Q4 | $278K | Hold |
5,504
| – | – | 0.1% | 53 |
|
|
2023
Q3 | $262K | Hold |
5,504
| – | – | 0.11% | 54 |
|
|
2023
Q2 | $271K | Hold |
5,504
| – | – | 0.11% | 53 |
|
|
2023
Q1 | $269K | Hold |
5,504
| – | – | 0.12% | 54 |
|
|
2022
Q4 | $257K | Sell |
5,504
-3,858
| -41% | -$180K | 0.12% | 53 |
|
|
2022
Q3 | $402K | Sell |
9,362
-8,467
| -47% | -$364K | 0.22% | 42 |
|
|
2022
Q2 | $875K | Buy |
17,829
+2,854
| +19% | +$140K | 0.5% | 29 |
|
|
2022
Q1 | $832K | Hold |
14,975
| – | – | 0.42% | 30 |
|
|
2021
Q4 | $896K | Buy |
14,975
+6
| +0% | +$359 | 0.45% | 27 |
|
|
2021
Q3 | $924K | Buy |
14,969
+235
| +2% | +$14.5K | 0.5% | 25 |
|
|
2021
Q2 | $987K | Buy |
14,734
+27
| +0.2% | +$1.81K | 0.63% | 28 |
|
|
2021
Q1 | $947K | Sell |
14,707
-411
| -3% | -$26.5K | 0.67% | 25 |
|
|
2020
Q4 | $938K | Buy |
+15,118
| New | +$938K | 0.74% | 25 |
|