SWP
Summit Wealth Partners’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 | $752K | Sell |
12,521
-313
| -2% | -$18.8K | 0.14% | 99 |
|
|
2025
Q1 | $693K | Sell |
12,834
-409
| -3% | -$22.1K | 0.14% | 102 |
|
|
2024
Q4 | $692K | Sell |
13,243
-2,554
| -16% | -$133K | 0.14% | 101 |
|
|
2024
Q3 | $907K | Sell |
15,797
-168
| -1% | -$9.65K | 0.17% | 94 |
|
|
2024
Q2 | $855K | Sell |
15,965
-1,519
| -9% | -$81.3K | 0.18% | 90 |
|
|
2024
Q1 | $902K | Sell |
17,484
-327
| -2% | -$16.9K | 0.19% | 84 |
|
|
2023
Q4 | $901K | Buy |
17,811
+904
| +5% | +$45.7K | 0.21% | 77 |
|
|
2023
Q3 | $805K | Sell |
16,907
-8
| -0% | -$381 | 0.21% | 77 |
|
|
2023
Q2 | $834K | Sell |
16,915
-2,813
| -14% | -$139K | 0.21% | 78 |
|
|
2023
Q1 | $963K | Sell |
19,728
-691
| -3% | -$33.7K | 0.25% | 66 |
|
|
2022
Q4 | $954K | Sell |
20,419
-1,073
| -5% | -$50.1K | 0.25% | 63 |
|
|
2022
Q3 | $924K | Buy |
21,492
+268
| +1% | +$11.5K | 0.26% | 60 |
|
|
2022
Q2 | $1.04M | Buy |
21,224
+1,417
| +7% | +$69.5K | 0.28% | 53 |
|
|
2022
Q1 | $1.1M | Sell |
19,807
-147
| -0.7% | -$8.17K | 0.25% | 52 |
|
|
2021
Q4 | $1.19M | Buy |
19,954
+155
| +0.8% | +$9.28K | 0.26% | 52 |
|
|
2021
Q3 | $1.22M | Sell |
19,799
-327
| -2% | -$20.2K | 0.29% | 47 |
|
|
2021
Q2 | $1.35M | Sell |
20,126
-1,456
| -7% | -$97.5K | 0.32% | 47 |
|
|
2021
Q1 | $1.39M | Buy |
21,582
+4,585
| +27% | +$295K | 0.36% | 46 |
|
|
2020
Q4 | $1.05M | Buy |
16,997
+2,271
| +15% | +$141K | 0.29% | 53 |
|
|
2020
Q3 | $778K | Buy |
14,726
+651
| +5% | +$34.4K | 0.23% | 67 |
|
|
2020
Q2 | $670K | Buy |
14,075
+637
| +5% | +$30.3K | 0.22% | 71 |
|
|
2020
Q1 | $544K | Sell |
13,438
-1,372
| -9% | -$55.5K | 0.22% | 61 |
|
|
2019
Q4 | $796K | Buy |
+14,810
| New | +$796K | 0.28% | 54 |
|