SVWG
Shared Vision Wealth Group’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 | $3.43M | Buy |
56,840
+20,072
| +55% | +$1.21M | 1.71% | 16 |
|
|
2025
Q1 | $1.98M | Buy |
36,768
+12,488
| +51% | +$674K | 1.08% | 19 |
|
|
2024
Q4 | $1.27M | Buy |
24,280
+704
| +3% | +$36.8K | 0.67% | 24 |
|
|
2024
Q3 | $1.35M | Sell |
23,576
-12,704
| -35% | -$729K | 0.72% | 23 |
|
|
2024
Q2 | $1.94M | Buy |
36,280
+17,575
| +94% | +$941K | 1.13% | 19 |
|
|
2024
Q1 | $965K | Sell |
18,705
-11,468
| -38% | -$592K | 0.6% | 26 |
|
|
2023
Q4 | $1.53M | Buy |
+30,173
| New | +$1.53M | 1.02% | 20 |
|