PWM
PBMares 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 | $518K | Sell |
8,623
-150
| -2% | -$9.01K | 0.09% | 104 |
|
|
2025
Q1 | $473K | Buy |
8,773
+17
| +0.2% | +$918 | 0.09% | 113 |
|
|
2024
Q4 | $457K | Buy |
8,756
+112
| +1% | +$5.85K | 0.09% | 116 |
|
|
2024
Q3 | $496K | Sell |
8,644
-64
| -0.7% | -$3.67K | 0.1% | 108 |
|
|
2024
Q2 | $466K | Sell |
8,708
-1,280
| -13% | -$68.5K | 0.11% | 108 |
|
|
2024
Q1 | $515K | Buy |
9,988
+22
| +0.2% | +$1.14K | 0.13% | 103 |
|
|
2023
Q4 | $504K | Sell |
9,966
-585
| -6% | -$29.6K | 0.15% | 101 |
|
|
2023
Q3 | $502K | Sell |
10,551
-98
| -0.9% | -$4.66K | 0.18% | 94 |
|
|
2023
Q2 | $525K | Sell |
10,649
-622
| -6% | -$30.7K | 0.19% | 96 |
|
|
2023
Q1 | $550K | Sell |
11,271
-358
| -3% | -$17.5K | 0.2% | 87 |
|
|
2022
Q4 | $543K | Sell |
11,629
-1,597
| -12% | -$74.6K | 0.22% | 79 |
|
|
2022
Q3 | $568K | Sell |
13,226
-25
| -0.2% | -$1.07K | 0.25% | 75 |
|
|
2022
Q2 | $650K | Sell |
13,251
-637
| -5% | -$31.2K | 0.28% | 65 |
|
|
2022
Q1 | $771K | Buy |
13,888
+509
| +4% | +$28.3K | 0.47% | 53 |
|
|
2021
Q4 | $801K | Buy |
13,379
+1,046
| +8% | +$62.6K | 0.34% | 63 |
|
|
2021
Q3 | $762K | Buy |
12,333
+508
| +4% | +$31.4K | 0.36% | 62 |
|
|
2021
Q2 | $792K | Buy |
11,825
+892
| +8% | +$59.7K | 0.43% | 62 |
|
|
2021
Q1 | $704K | Sell |
10,933
-81
| -0.7% | -$5.22K | 0.57% | 60 |
|
|
2020
Q4 | $683K | Buy |
11,014
+1,584
| +17% | +$98.2K | 0.79% | 47 |
|
|
2020
Q3 | $498K | Buy |
9,430
+697
| +8% | +$36.8K | 0.73% | 52 |
|
|
2020
Q2 | $416K | Sell |
8,733
-4,280
| -33% | -$204K | 0.63% | 60 |
|
|
2020
Q1 | $527K | Sell |
13,013
-559
| -4% | -$22.6K | 0.83% | 41 |
|
|
2019
Q4 | $730K | Buy |
+13,572
| New | +$730K | 0.87% | 35 |
|