SDWMA
Schneider Downs Wealth Management 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 | $34.8M | Buy |
578,939
+358,618
| +163% | +$21.5M | 5.2% | 6 |
|
|
2025
Q1 | $11.9M | Sell |
220,321
-50,304
| -19% | -$2.71M | 2.15% | 10 |
|
|
2024
Q4 | $14.1M | Sell |
270,625
-6,958
| -3% | -$363K | 2.66% | 10 |
|
|
2024
Q3 | $15.9M | Sell |
277,583
-4,653
| -2% | -$267K | 3.26% | 8 |
|
|
2024
Q2 | $15.1M | Buy |
282,236
+6,819
| +2% | +$365K | 3.36% | 9 |
|
|
2024
Q1 | $14.2M | Buy |
275,417
+9,628
| +4% | +$497K | 3.28% | 8 |
|
|
2023
Q4 | $13.4M | Sell |
265,789
-13,342
| -5% | -$675K | 3.5% | 8 |
|
|
2023
Q3 | $13.3M | Buy |
279,131
+21,699
| +8% | +$1.03M | 3.08% | 8 |
|
|
2023
Q2 | $12.7M | Buy |
257,432
+5,365
| +2% | +$264K | 2.9% | 9 |
|
|
2023
Q1 | $12.3M | Sell |
252,067
-1,682
| -0.7% | -$82.1K | 2.53% | 10 |
|
|
2022
Q4 | $11.9M | Buy |
253,749
+142,487
| +128% | +$6.65M | 2.6% | 9 |
|
|
2022
Q3 | $4.78M | Buy |
111,262
+3,027
| +3% | +$130K | 1.4% | 13 |
|
|
2022
Q2 | $5.31M | Sell |
108,235
-15,236
| -12% | -$747K | 1.48% | 13 |
|
|
2022
Q1 | $6.86M | Buy |
123,471
+51,242
| +71% | +$2.85M | 1.75% | 13 |
|
|
2021
Q4 | $4.32M | Buy |
72,229
+1,184
| +2% | +$70.9K | 1.03% | 17 |
|
|
2021
Q3 | $4.39M | Buy |
71,045
+2,278
| +3% | +$141K | 1.13% | 15 |
|
|
2021
Q2 | $4.61M | Buy |
68,767
+34,054
| +98% | +$2.28M | 1.19% | 15 |
|
|
2021
Q1 | $2.23M | Buy |
34,713
+8,578
| +33% | +$552K | 0.55% | 23 |
|
|
2020
Q4 | $1.62M | Buy |
26,135
+2,277
| +10% | +$141K | 0.45% | 25 |
|
|
2020
Q3 | $1.26M | Buy |
23,858
+39
| +0.2% | +$2.06K | 0.42% | 25 |
|
|
2020
Q2 | $1.13M | Sell |
23,819
-74
| -0.3% | -$3.52K | 0.39% | 26 |
|
|
2020
Q1 | $967K | Buy |
+23,893
| New | +$967K | 0.35% | 32 |
|
|
2019
Q2 | – | Sell |
-4,176
| Closed | -$216K | – | 73 |
|
|
2019
Q1 | $216K | Buy |
+4,176
| New | +$216K | 0.08% | 61 |
|
|
2018
Q3 | – | Sell |
-7,967
| Closed | -$418K | – | 60 |
|
|
2018
Q2 | $418K | Buy |
7,967
+2,837
| +55% | +$149K | 0.28% | 28 |
|
|
2018
Q1 | $300K | Sell |
5,130
-2,028
| -28% | -$119K | 0.17% | 39 |
|
|
2017
Q4 | $407K | Buy |
7,158
+195
| +3% | +$11.1K | 0.24% | 26 |
|
|
2017
Q3 | $376K | Buy |
6,963
+19
| +0.3% | +$1.03K | 0.24% | 28 |
|
|
2017
Q2 | $347K | Buy |
6,944
+119
| +2% | +$5.95K | 0.23% | 31 |
|
|
2017
Q1 | $326K | Buy |
+6,825
| New | +$326K | 0.22% | 32 |
|