WDG
Wealth Dimensions Group’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 | $2.78M | Buy |
46,268
+317
| +0.7% | +$19K | 0.61% | 25 |
|
|
2025
Q1 | $2.48M | Buy |
45,951
+4,717
| +11% | +$255K | 0.59% | 24 |
|
|
2024
Q4 | $2.15M | Sell |
41,234
-61
| -0.1% | -$3.19K | 0.53% | 27 |
|
|
2024
Q3 | $2.37M | Sell |
41,295
-352
| -0.8% | -$20.2K | 0.6% | 24 |
|
|
2024
Q2 | $2.23M | Sell |
41,647
-167
| -0.4% | -$8.94K | 0.64% | 23 |
|
|
2024
Q1 | $2.16M | Sell |
41,814
-1,304
| -3% | -$67.3K | 0.64% | 28 |
|
|
2023
Q4 | $2.18M | Sell |
43,118
-686
| -2% | -$34.7K | 0.69% | 22 |
|
|
2023
Q3 | $2.08M | Sell |
43,804
-808
| -2% | -$38.5K | 0.76% | 22 |
|
|
2023
Q2 | $2.2M | Sell |
44,612
-1,397
| -3% | -$68.9K | 0.8% | 22 |
|
|
2023
Q1 | $2.24M | Sell |
46,009
-316
| -0.7% | -$15.4K | 0.87% | 21 |
|
|
2022
Q4 | $2.16M | Buy |
46,325
+1,428
| +3% | +$66.7K | 0.88% | 21 |
|
|
2022
Q3 | $1.93M | Sell |
44,897
-459
| -1% | -$19.7K | 0.95% | 21 |
|
|
2022
Q2 | $2.23M | Buy |
45,356
+758
| +2% | +$37.2K | 1.06% | 21 |
|
|
2022
Q1 | $2.48M | Sell |
44,598
-3,329
| -7% | -$185K | 1.15% | 17 |
|
|
2021
Q4 | $2.87M | Buy |
47,927
+1,297
| +3% | +$77.6K | 1.41% | 13 |
|
|
2021
Q3 | $2.88M | Sell |
46,630
-535
| -1% | -$33K | 1.84% | 10 |
|
|
2021
Q2 | $3.16M | Sell |
47,165
-259
| -0.5% | -$17.4K | 2.14% | 10 |
|
|
2021
Q1 | $3.05M | Buy |
47,424
+2,617
| +6% | +$168K | 2.37% | 9 |
|
|
2020
Q4 | $2.78M | Buy |
+44,807
| New | +$2.78M | 2.4% | 9 |
|