Schwarz Dygos Wheeler Investment Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
23,122
+361
| +2% | +$21.7K | 0.32% | 58 |
|
|
2025
Q1 | $1.23M | Buy |
22,761
+894
| +4% | +$48.3K | 0.29% | 60 |
|
|
2024
Q4 | $1.14M | Buy |
21,867
+1,472
| +7% | +$76.9K | 0.28% | 59 |
|
|
2024
Q3 | $1.17M | Buy |
20,395
+135
| +0.7% | +$7.75K | 0.29% | 58 |
|
|
2024
Q2 | $1.08M | Buy |
20,260
+698
| +4% | +$37.4K | 0.29% | 61 |
|
|
2024
Q1 | $1.01M | Buy |
19,562
+509
| +3% | +$26.3K | 0.28% | 60 |
|
|
2023
Q4 | $964K | Buy |
19,053
+366
| +2% | +$18.5K | 0.3% | 62 |
|
|
2023
Q3 | $889K | Buy |
18,687
+1,630
| +10% | +$77.6K | 0.3% | 57 |
|
|
2023
Q2 | $841K | Buy |
17,057
+6
| +0% | +$296 | 0.28% | 59 |
|
|
2023
Q1 | $832K | Buy |
17,051
+868
| +5% | +$42.4K | 0.3% | 58 |
|
|
2022
Q4 | $756K | Buy |
16,183
+4,310
| +36% | +$201K | 0.3% | 58 |
|
|
2022
Q3 | $510K | Buy |
11,873
+536
| +5% | +$23K | 0.23% | 67 |
|
|
2022
Q2 | $556K | Buy |
11,337
+1,584
| +16% | +$77.7K | 0.22% | 68 |
|
|
2022
Q1 | $542K | Buy |
9,753
+741
| +8% | +$41.2K | 0.18% | 78 |
|
|
2021
Q4 | $539K | Buy |
9,012
+852
| +10% | +$51K | 0.18% | 78 |
|
|
2021
Q3 | $504K | Buy |
8,160
+321
| +4% | +$19.8K | 0.18% | 80 |
|
|
2021
Q2 | $525K | Buy |
7,839
+120
| +2% | +$8.04K | 0.19% | 76 |
|
|
2021
Q1 | $497K | Buy |
7,719
+570
| +8% | +$36.7K | 0.21% | 71 |
|
|
2020
Q4 | $444K | Buy |
7,149
+472
| +7% | +$29.3K | 0.21% | 66 |
|
|
2020
Q3 | $353K | Buy |
6,677
+955
| +17% | +$50.5K | 0.2% | 71 |
|
|
2020
Q2 | $293K | Buy |
5,722
+666
| +13% | +$34.1K | 0.19% | 65 |
|
|
2020
Q1 | $205K | Buy |
5,056
+962
| +23% | +$39K | 0.17% | 73 |
|
|
2019
Q4 | $220K | Buy |
+4,094
| New | +$220K | 0.15% | 80 |
|