SWA
Strategies 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 | – | Sell |
-7,463
| Closed | -$403K | – | 188 |
|
|
2025
Q1 | $403K | Sell |
7,463
-909
| -11% | -$49.1K | 0.05% | 116 |
|
|
2024
Q4 | $454K | Sell |
8,372
-2,260
| -21% | -$123K | 0.06% | 85 |
|
|
2024
Q3 | $610K | Sell |
10,632
-804
| -7% | -$46.2K | 0.08% | 59 |
|
|
2024
Q2 | $612K | Sell |
11,436
-1,790
| -14% | -$95.8K | 0.09% | 53 |
|
|
2024
Q1 | $682K | Sell |
13,226
-18,430
| -58% | -$951K | 0.11% | 52 |
|
|
2023
Q4 | $1.6M | Sell |
31,656
-159,043
| -83% | -$8.04M | 0.27% | 35 |
|
|
2023
Q3 | $9.08M | Sell |
190,699
-7,278
| -4% | -$346K | 1.78% | 16 |
|
|
2023
Q2 | $9.76M | Buy |
197,977
+173
| +0.1% | +$8.53K | 2% | 13 |
|
|
2023
Q1 | $9.65M | Sell |
197,804
-4,113
| -2% | -$201K | 2.12% | 14 |
|
|
2022
Q4 | $9.43M | Buy |
+201,917
| New | +$9.43M | 2.32% | 13 |
|
|
2022
Q2 | $5.25M | Sell |
107,018
-21,623
| -17% | -$1.06M | 1.51% | 13 |
|
|
2022
Q1 | $7.15M | Sell |
128,641
-23,015
| -15% | -$1.28M | 1.91% | 12 |
|
|
2021
Q4 | $9.08M | Buy |
+151,656
| New | +$9.08M | 2.55% | 10 |
|