SWM
Segment 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
Q1 | – | Sell |
-4,100
| Closed | -$214K | – | 282 |
|
|
2024
Q4 | $214K | Hold |
4,100
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $235K | Sell |
4,100
-70,905
| -95% | -$4.07M | 0.02% | 247 |
|
|
2024
Q2 | $4.02M | Hold |
75,005
| – | – | 0.3% | 72 |
|
|
2024
Q1 | $3.87M | Sell |
75,005
-1,945
| -3% | -$100K | 0.29% | 76 |
|
|
2023
Q4 | $3.89M | Buy |
76,950
+1,840
| +2% | +$93.1K | 0.34% | 71 |
|
|
2023
Q3 | $3.57M | Sell |
75,110
-120
| -0.2% | -$5.71K | 0.36% | 73 |
|
|
2023
Q2 | $3.71M | Sell |
75,230
-1,665
| -2% | -$82.1K | 0.38% | 73 |
|
|
2023
Q1 | $3.75M | Buy |
76,895
+4,590
| +6% | +$224K | 0.42% | 67 |
|
|
2022
Q4 | $3.38M | Buy |
+72,305
| New | +$3.38M | 0.39% | 69 |
|