RWM
RKL 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 | $23.1M | Buy |
384,796
+50,673
| +15% | +$3.04M | 2.03% | 11 |
|
|
2025
Q1 | $18M | Buy |
334,123
+25,814
| +8% | +$1.39M | 1.7% | 14 |
|
|
2024
Q4 | $16.1M | Buy |
308,309
+42,373
| +16% | +$2.21M | 1.43% | 17 |
|
|
2024
Q3 | $15.3M | Buy |
265,936
+9,013
| +4% | +$517K | 1.38% | 17 |
|
|
2024
Q2 | $13.8M | Buy |
256,923
+7,514
| +3% | +$402K | 1.33% | 19 |
|
|
2024
Q1 | $12.9M | Buy |
249,409
+2,801
| +1% | +$145K | 1.28% | 18 |
|
|
2023
Q4 | $12.5M | Sell |
246,608
-3,665
| -1% | -$185K | 1.35% | 16 |
|
|
2023
Q3 | $11.9M | Sell |
250,273
-4,797
| -2% | -$228K | 1.46% | 16 |
|
|
2023
Q2 | $12.6M | Buy |
255,070
+3,603
| +1% | +$178K | 1.49% | 15 |
|
|
2023
Q1 | $12.3M | Sell |
251,467
-3,552
| -1% | -$173K | 1.55% | 15 |
|
|
2022
Q4 | $11.9M | Sell |
255,019
-18,193
| -7% | -$850K | 1.59% | 14 |
|
|
2022
Q3 | $11.7M | Sell |
273,212
-4,477
| -2% | -$192K | 1.69% | 14 |
|
|
2022
Q2 | $13.6M | Buy |
277,689
+7,659
| +3% | +$376K | 1.87% | 14 |
|
|
2022
Q1 | $15M | Buy |
270,030
+15,637
| +6% | +$869K | 1.8% | 14 |
|
|
2021
Q4 | $15.2M | Buy |
254,393
+6,133
| +2% | +$367K | 1.81% | 14 |
|
|
2021
Q3 | $15.3M | Buy |
248,260
+3,455
| +1% | +$213K | 1.95% | 13 |
|
|
2021
Q2 | $16.4M | Buy |
244,805
+2,614
| +1% | +$175K | 2.07% | 13 |
|
|
2021
Q1 | $15.6M | Buy |
242,191
+3,701
| +2% | +$238K | 2.09% | 12 |
|
|
2020
Q4 | $14.8M | Buy |
238,490
+7,334
| +3% | +$455K | 2.06% | 12 |
|
|
2020
Q3 | $12.2M | Buy |
231,156
+3,236
| +1% | +$171K | 1.94% | 15 |
|
|
2020
Q2 | $10.8M | Buy |
227,920
+3,538
| +2% | +$168K | 1.86% | 14 |
|
|
2020
Q1 | $9.08M | Buy |
224,382
+15,884
| +8% | +$643K | 1.9% | 15 |
|
|
2019
Q4 | $11.2M | Sell |
208,498
-2,132
| -1% | -$115K | 2.01% | 12 |
|
|
2019
Q3 | $10.3M | Buy |
210,630
+6,248
| +3% | +$306K | 1.96% | 12 |
|
|
2019
Q2 | $10.5M | Buy |
204,382
+17,735
| +10% | +$912K | 1.94% | 12 |
|
|
2019
Q1 | $9.65M | Buy |
186,647
+34,711
| +23% | +$1.79M | 1.89% | 13 |
|
|
2018
Q4 | $7.16M | Buy |
151,936
+47,748
| +46% | +$2.25M | 1.65% | 16 |
|
|
2018
Q3 | $5.4M | Buy |
104,188
+968
| +0.9% | +$50.2K | 1.15% | 24 |
|
|
2018
Q2 | $5.42M | Buy |
103,220
+7,608
| +8% | +$399K | 1.22% | 22 |
|
|
2018
Q1 | $5.58M | Buy |
95,612
+13,443
| +16% | +$785K | 1.32% | 21 |
|
|
2017
Q4 | $4.68M | Buy |
82,169
+19,213
| +31% | +$1.09M | 1.16% | 23 |
|
|
2017
Q3 | $3.4M | Buy |
62,956
+25,483
| +68% | +$1.38M | 0.96% | 37 |
|
|
2017
Q2 | $1.88M | Buy |
37,473
+25,603
| +216% | +$1.28M | 0.6% | 47 |
|
|
2017
Q1 | $567K | Buy |
+11,870
| New | +$567K | 0.23% | 74 |
|