SSW
Stone Summit Wealth’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 | $3.21M | Sell |
53,460
-3,704
| -6% | -$222K | 0.99% | 36 |
|
|
2025
Q1 | $3.09M | Buy |
57,164
+2,735
| +5% | +$148K | 1.05% | 31 |
|
|
2024
Q4 | $2.84M | Sell |
54,429
-247
| -0.5% | -$12.9K | 0.95% | 33 |
|
|
2024
Q3 | $3.14M | Buy |
54,676
+306
| +0.6% | +$17.6K | 1.01% | 33 |
|
|
2024
Q2 | $2.91M | Buy |
54,370
+1,303
| +2% | +$69.8K | 1.04% | 31 |
|
|
2024
Q1 | $2.74M | Buy |
53,067
+3,158
| +6% | +$163K | 0.95% | 34 |
|
|
2023
Q4 | $2.52M | Buy |
49,909
+1,028
| +2% | +$52K | 0.97% | 34 |
|
|
2023
Q3 | $2.33M | Sell |
48,881
-496
| -1% | -$23.6K | 1% | 31 |
|
|
2023
Q2 | $2.43M | Buy |
49,377
+3,725
| +8% | +$184K | 1.01% | 32 |
|
|
2023
Q1 | $2.23M | Buy |
45,652
+17,385
| +62% | +$848K | 0.99% | 34 |
|
|
2022
Q4 | $1.32M | Buy |
28,267
+2,146
| +8% | +$100K | 0.65% | 53 |
|
|
2022
Q3 | $1.12M | Buy |
26,121
+7,560
| +41% | +$325K | 0.69% | 52 |
|
|
2022
Q2 | $911K | Buy |
18,561
+4,673
| +34% | +$229K | 0.54% | 58 |
|
|
2022
Q1 | $785K | Buy |
13,888
+2,517
| +22% | +$142K | 0.44% | 66 |
|
|
2021
Q4 | $682K | Buy |
+11,371
| New | +$682K | 0.55% | 62 |
|