SVWG
Shared Vision Wealth Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.01M | Sell |
16,125
-19,577
| -55% | -$1.23M | 0.51% | 32 |
|
2025
Q1 | $1.97M | Sell |
35,702
-11,006
| -24% | -$606K | 1.07% | 20 |
|
2024
Q4 | $2.59M | Buy |
46,708
+4,081
| +10% | +$226K | 1.36% | 17 |
|
2024
Q3 | $2.6M | Buy |
42,627
+10,810
| +34% | +$661K | 1.39% | 19 |
|
2024
Q2 | $1.88M | Buy |
31,817
+3,914
| +14% | +$232K | 1.1% | 20 |
|
2024
Q1 | $1.61M | Buy |
27,903
+18,867
| +209% | +$1.09M | 1% | 20 |
|
2023
Q4 | $501K | Buy |
+9,036
| New | +$501K | 0.33% | 42 |
|