SWM
Spire 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 | $15.6M | Sell |
269,687
-68,364
| -20% | -$3.96M | 0.56% | 41 |
|
|
2025
Q1 | $18.2M | Sell |
338,051
-5,128
| -1% | -$277K | 0.58% | 36 |
|
|
2024
Q4 | $17.9M | Sell |
343,179
-54,431
| -14% | -$2.84M | 0.56% | 36 |
|
|
2024
Q3 | $22.8M | Sell |
397,610
-10,133
| -2% | -$582K | 0.77% | 26 |
|
|
2024
Q2 | $21.7M | Sell |
407,743
-14,315
| -3% | -$763K | 0.77% | 27 |
|
|
2024
Q1 | $111M | Sell |
422,058
-10,455
| -2% | -$2.76M | 2.02% | 13 |
|
|
2023
Q4 | $20.9M | Sell |
432,513
-3,478
| -0.8% | -$168K | 0.69% | 29 |
|
|
2023
Q3 | $20.7M | Buy |
435,991
+7,192
| +2% | +$342K | 0.79% | 23 |
|
|
2023
Q2 | $21.1M | Buy |
428,799
+30,195
| +8% | +$1.49M | 0.78% | 23 |
|
|
2023
Q1 | $19.4M | Buy |
398,604
+160,585
| +67% | +$7.83M | 0.76% | 25 |
|
|
2022
Q4 | $11.1M | Sell |
238,019
-13,744
| -5% | -$642K | 0.63% | 35 |
|
|
2022
Q3 | $10.8M | Sell |
251,763
-66,737
| -21% | -$2.87M | 0.66% | 29 |
|
|
2022
Q2 | $15.6M | Sell |
318,500
-163,153
| -34% | -$8M | 0.64% | 28 |
|
|
2022
Q1 | $26.8M | Buy |
481,653
+49,046
| +11% | +$2.73M | 0.72% | 25 |
|
|
2021
Q4 | $25.9M | Buy |
432,607
+10,638
| +3% | +$637K | 0.58% | 33 |
|
|
2021
Q3 | $26.1M | Buy |
421,969
+41,555
| +11% | +$2.57M | 0.69% | 29 |
|
|
2021
Q2 | $25.7M | Sell |
380,414
-4,508
| -1% | -$304K | 0.69% | 25 |
|
|
2021
Q1 | $24.8M | Buy |
+384,922
| New | +$24.8M | 0.66% | 27 |
|