ULWM
Upper Left 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 | $972K | Buy |
16,184
+2,207
| +16% | +$132K | 0.65% | 36 |
|
|
2025
Q1 | $754K | Sell |
13,977
-4,009
| -22% | -$216K | 0.54% | 37 |
|
|
2024
Q4 | $939K | Buy |
17,986
+1,656
| +10% | +$86.5K | 0.8% | 35 |
|
|
2024
Q3 | $889K | Buy |
16,330
+406
| +3% | +$22.1K | 0.78% | 34 |
|
|
2024
Q2 | $852K | Buy |
15,924
+1,224
| +8% | +$65.5K | 0.77% | 34 |
|
|
2024
Q1 | $759K | Sell |
14,700
-365
| -2% | -$18.8K | 0.7% | 35 |
|
|
2023
Q4 | $762K | Buy |
15,065
+203
| +1% | +$10.3K | 0.75% | 35 |
|
|
2023
Q3 | $707K | Buy |
14,862
+909
| +7% | +$43.3K | 0.74% | 32 |
|
|
2023
Q2 | $688K | Sell |
13,953
-104
| -0.7% | -$5.13K | 0.76% | 34 |
|
|
2023
Q1 | $686K | Sell |
14,057
-2,126
| -13% | -$104K | 0.78% | 31 |
|
|
2022
Q4 | $756K | Buy |
16,183
+8,023
| +98% | +$375K | 0.89% | 32 |
|
|
2022
Q3 | $357K | Buy |
8,160
+820
| +11% | +$35.9K | 0.46% | 40 |
|
|
2022
Q2 | $360K | Hold |
7,340
| – | – | 0.42% | 43 |
|
|
2022
Q1 | $414K | Sell |
7,340
-950
| -11% | -$53.6K | 0.43% | 43 |
|
|
2021
Q4 | $502K | Buy |
+8,290
| New | +$502K | 0.5% | 35 |
|