SVWAG
Sound View Wealth Advisors 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 | $340K | Sell |
5,671
-2,491
| -31% | -$150K | 0.03% | 326 |
|
|
2025
Q1 | $441K | Sell |
8,162
-3,982
| -33% | -$215K | 0.04% | 274 |
|
|
2024
Q4 | $634K | Sell |
12,144
-1,174
| -9% | -$61.3K | 0.05% | 232 |
|
|
2024
Q3 | $765K | Buy |
13,318
+990
| +8% | +$56.8K | 0.06% | 211 |
|
|
2024
Q2 | $660K | Sell |
12,328
-4,946
| -29% | -$265K | 0.07% | 209 |
|
|
2024
Q1 | $891K | Sell |
17,274
-775
| -4% | -$40K | 0.1% | 177 |
|
|
2023
Q4 | $913K | Buy |
18,049
+2,258
| +14% | +$114K | 0.1% | 168 |
|
|
2023
Q3 | $751K | Buy |
15,791
+2,172
| +16% | +$103K | 0.09% | 174 |
|
|
2023
Q2 | $671K | Buy |
13,619
+470
| +4% | +$23.2K | 0.09% | 190 |
|
|
2023
Q1 | $642K | Sell |
13,149
-4,900
| -27% | -$239K | 0.09% | 189 |
|
|
2022
Q4 | $913K | Buy |
18,049
+11,539
| +177% | +$584K | 0.1% | 168 |
|
|
2022
Q3 | $280K | Buy |
6,510
+167
| +3% | +$7.18K | 0.06% | 220 |
|
|
2022
Q2 | $311K | Buy |
6,343
+515
| +9% | +$25.3K | 0.07% | 216 |
|
|
2022
Q1 | $324K | Buy |
5,828
+1,083
| +23% | +$60.2K | 0.06% | 225 |
|
|
2021
Q4 | $284K | Sell |
4,745
-2,168
| -31% | -$130K | 0.05% | 247 |
|
|
2021
Q3 | $427K | Buy |
6,913
+278
| +4% | +$17.2K | 0.09% | 185 |
|
|
2021
Q2 | $444K | Buy |
6,635
+1,027
| +18% | +$68.7K | 0.09% | 186 |
|
|
2021
Q1 | $361K | Buy |
+5,608
| New | +$361K | 0.08% | 186 |
|