SVWG
Shared Vision Wealth Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $385K | Sell |
7,929
-1,671
| -17% | -$81.1K | 0.19% | 58 |
|
2025
Q1 | $420K | Buy |
9,600
+2,435
| +34% | +$106K | 0.23% | 53 |
|
2024
Q4 | $300K | Buy |
7,165
+256
| +4% | +$10.7K | 0.16% | 59 |
|
2024
Q3 | $317K | Buy |
6,909
+1,192
| +21% | +$54.7K | 0.17% | 58 |
|
2024
Q2 | $243K | Buy |
+5,717
| New | +$243K | 0.14% | 66 |
|