SWA
SOA Wealth Advisors’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 | $2.11M | Buy |
148,242
+3,120
| +2% | +$44.5K | 0.4% | 52 |
|
|
2025
Q1 | $1.83M | Buy |
145,122
+112,702
| +348% | +$1.42M | 0.38% | 49 |
|
|
2024
Q4 | $1.69M | Sell |
32,420
-1,324
| -4% | -$69.1K | 0.31% | 56 |
|
|
2024
Q3 | $1.94M | Buy |
33,744
+87
| +0.3% | +$5K | 0.37% | 53 |
|
|
2024
Q2 | $1.8M | Sell |
33,657
-633
| -2% | -$33.9K | 0.36% | 53 |
|
|
2024
Q1 | $1.77M | Sell |
34,290
-606
| -2% | -$31.3K | 0.37% | 52 |
|
|
2023
Q4 | $1.77M | Sell |
34,896
-2,995
| -8% | -$151K | 0.39% | 52 |
|
|
2023
Q3 | $1.8M | Sell |
37,891
-1,379
| -4% | -$65.6K | 0.45% | 47 |
|
|
2023
Q2 | $1.94M | Sell |
39,270
-3,338
| -8% | -$165K | 0.45% | 45 |
|
|
2023
Q1 | $2.08M | Buy |
42,608
+237
| +0.6% | +$11.6K | 0.51% | 40 |
|
|
2022
Q4 | $1.98M | Sell |
42,371
-16,799
| -28% | -$785K | 0.53% | 45 |
|
|
2022
Q3 | $2.54M | Sell |
59,170
-1,465
| -2% | -$63K | 0.77% | 33 |
|
|
2022
Q2 | $2.97M | Buy |
60,635
+177
| +0.3% | +$8.68K | 0.88% | 28 |
|
|
2022
Q1 | $3.36M | Buy |
60,458
+308
| +0.5% | +$17.1K | 0.82% | 33 |
|
|
2021
Q4 | $3.61M | Sell |
60,150
-1,390
| -2% | -$83.4K | 0.87% | 33 |
|
|
2021
Q3 | $3.8M | Sell |
61,540
-676
| -1% | -$41.7K | 0.97% | 27 |
|
|
2021
Q2 | $4.17M | Sell |
62,216
-7,602
| -11% | -$509K | 1.07% | 24 |
|
|
2021
Q1 | $4.49M | Sell |
69,818
-2,299
| -3% | -$148K | 1.26% | 22 |
|
|
2020
Q4 | $4.94M | Buy |
+72,117
| New | +$4.94M | 1.34% | 20 |
|