SWM
SigFig 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
Q2 | $83.5M | Buy |
1,396,782
+46,256
| +3% | +$2.76M | 2.76% | 12 |
|
2025
Q1 | $72.8M | Buy |
1,350,526
+38,566
| +3% | +$2.08M | 2.63% | 13 |
|
2024
Q4 | $68.4M | Buy |
1,311,960
+32,622
| +3% | +$1.7M | 2.48% | 13 |
|
2024
Q3 | $74.1M | Sell |
1,279,338
-33,811
| -3% | -$1.96M | 2.69% | 13 |
|
2024
Q2 | $70M | Buy |
1,313,149
+2,633
| +0.2% | +$140K | 2.63% | 13 |
|
2024
Q1 | $67.4M | Sell |
1,310,516
-42,451
| -3% | -$2.18M | 2.47% | 15 |
|
2023
Q4 | $68.2M | Sell |
1,352,967
-9,860
| -0.7% | -$497K | 2.59% | 13 |
|
2023
Q3 | $65M | Sell |
1,362,827
-24,559
| -2% | -$1.17M | 2.6% | 14 |
|
2023
Q2 | $67.4M | Buy |
1,387,386
+220
| +0% | +$10.7K | 2.61% | 14 |
|
2023
Q1 | $67.5M | Buy |
1,387,166
+218,853
| +19% | +$10.6M | 3.72% | 10 |
|
2022
Q4 | $55M | Buy |
1,168,313
+36,764
| +3% | +$1.73M | 2.73% | 14 |
|
2022
Q3 | $51.7M | Sell |
1,131,549
-285,568
| -20% | -$13M | 2.71% | 14 |
|
2022
Q2 | $70.8M | Buy |
1,417,117
+69,084
| +5% | +$3.45M | 3.67% | 9 |
|
2022
Q1 | $73.8M | Buy |
1,348,033
+42,966
| +3% | +$2.35M | 3.55% | 10 |
|
2021
Q4 | $76.1M | Buy |
1,305,067
+77,671
| +6% | +$4.53M | 3.56% | 10 |
|
2021
Q3 | $75.8M | Buy |
1,227,396
+314,631
| +34% | +$19.4M | 3.8% | 9 |
|
2021
Q2 | $61.1M | Buy |
912,765
+75,820
| +9% | +$5.08M | 3.23% | 9 |
|
2021
Q1 | $53.9M | Buy |
836,945
+83,699
| +11% | +$5.39M | 3.31% | 10 |
|
2020
Q4 | $46.7M | Buy |
753,246
+45,182
| +6% | +$2.8M | 3.38% | 7 |
|
2020
Q3 | $36.8M | Buy |
708,064
+39,555
| +6% | +$2.06M | 3.35% | 8 |
|
2020
Q2 | $31.8M | Buy |
668,509
+41,183
| +7% | +$1.96M | 3.4% | 8 |
|
2020
Q1 | $25.4M | Buy |
627,326
+50,909
| +9% | +$2.06M | 3.45% | 10 |
|
2019
Q4 | $31M | Buy |
576,417
+41,051
| +8% | +$2.21M | 3.82% | 9 |
|
2019
Q3 | $26.2M | Buy |
535,366
+41,373
| +8% | +$2.03M | 3.74% | 9 |
|
2019
Q2 | $25.4M | Buy |
493,993
+52,821
| +12% | +$2.72M | 3.96% | 8 |
|
2019
Q1 | $22.8M | Buy |
441,172
+22,058
| +5% | +$1.14M | 4.04% | 7 |
|
2018
Q4 | $19.8M | Buy |
419,114
+22,168
| +6% | +$1.05M | 4.22% | 6 |
|
2018
Q3 | $20.6M | Buy |
396,946
+59,169
| +18% | +$3.06M | 4.25% | 8 |
|
2018
Q2 | $17.7M | Buy |
337,777
+50,571
| +18% | +$2.66M | 4.56% | 8 |
|
2018
Q1 | $13.3M | Buy |
287,206
+53,353
| +23% | +$2.48M | 7.78% | 3 |
|
2017
Q4 | $13.3M | Buy |
233,853
+30,980
| +15% | +$1.76M | 6.36% | 7 |
|
2017
Q3 | $11M | Buy |
202,873
+194
| +0.1% | +$10.5K | 7.33% | 6 |
|
2017
Q2 | $10.1M | Buy |
202,679
+5,540
| +3% | +$276K | 7.43% | 7 |
|
2017
Q1 | $9.48M | Sell |
197,139
-1,070
| -0.5% | -$51.5K | 7.55% | 6 |
|
2016
Q4 | $8.42M | Buy |
+198,209
| New | +$8.42M | 7.22% | 7 |
|