WIM
Westside Investment 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 | $3.01M | Sell |
50,208
-8,050
| -14% | -$483K | 0.56% | 45 |
|
|
2025
Q1 | $3.14M | Sell |
58,258
-424
| -0.7% | -$22.9K | 0.67% | 41 |
|
|
2024
Q4 | $3.06M | Sell |
58,682
-212
| -0.4% | -$11.1K | 0.65% | 38 |
|
|
2024
Q3 | $3.38M | Buy |
58,894
+3,607
| +7% | +$207K | 0.72% | 36 |
|
|
2024
Q2 | $2.96M | Buy |
55,287
+5,095
| +10% | +$273K | 0.68% | 37 |
|
|
2024
Q1 | $2.59M | Buy |
50,192
+3,745
| +8% | +$193K | 0.62% | 41 |
|
|
2023
Q4 | $2.35M | Buy |
46,447
+4,659
| +11% | +$236K | 0.6% | 42 |
|
|
2023
Q3 | $1.99M | Buy |
41,788
+1,400
| +3% | +$66.6K | 0.57% | 46 |
|
|
2023
Q2 | $1.99M | Buy |
40,388
+480
| +1% | +$23.7K | 0.56% | 45 |
|
|
2023
Q1 | $1.95M | Buy |
39,908
+2,093
| +6% | +$102K | 0.57% | 47 |
|
|
2022
Q4 | $34.7K | Buy |
37,815
+1,431
| +4% | +$1.31K | 0.09% | 140 |
|
|
2022
Q3 | $14.4K | Sell |
36,384
-2,972
| -8% | -$1.18K | 0.03% | 188 |
|
|
2022
Q2 | $75.3K | Buy |
39,356
+739
| +2% | +$1.41K | 0.17% | 111 |
|
|
2022
Q1 | $75.5K | Buy |
38,617
+2,456
| +7% | +$4.8K | 0.17% | 111 |
|
|
2021
Q4 | $82.4K | Buy |
36,161
+328
| +0.9% | +$747 | 0.19% | 101 |
|
|
2021
Q3 | $82.4K | Buy |
35,833
+3,495
| +11% | +$8.04K | 0.19% | 99 |
|
|
2021
Q2 | $22.2K | Buy |
32,338
+3,874
| +14% | +$2.67K | 0.05% | 150 |
|
|
2021
Q1 | $1.83K | Buy |
28,464
+31
| +0.1% | +$2 | ﹤0.01% | 213 |
|
|
2020
Q4 | $1.76K | Sell |
28,433
-2,749
| -9% | -$171 | ﹤0.01% | 175 |
|
|
2020
Q3 | $1.65K | Buy |
31,182
+785
| +3% | +$41 | ﹤0.01% | 185 |
|
|
2020
Q2 | $1.45K | Sell |
30,397
-1,914
| -6% | -$91 | ﹤0.01% | 167 |
|
|
2020
Q1 | $1.31K | Buy |
+32,311
| New | +$1.31K | ﹤0.01% | 175 |
|
|
2019
Q2 | $109K | Buy |
+50,946
| New | +$109K | 0.24% | 25 |
|
|
2018
Q4 | $2.38M | Buy |
50,372
+48,372
| +2,419% | +$2.28M | 0.87% | 14 |
|
|
2018
Q3 | $95.8K | Sell |
2,000
-37,254
| -95% | -$1.78M | 0.03% | 206 |
|
|
2018
Q2 | $2.04M | Buy |
39,254
+3,804
| +11% | +$198K | 0.72% | 19 |
|
|
2018
Q1 | $2.03M | Buy |
35,450
+3,481
| +11% | +$199K | 1.12% | 16 |
|
|
2017
Q4 | $1.9M | Buy |
31,969
+8,820
| +38% | +$523K | 1.03% | 17 |
|
|
2017
Q3 | $1.27M | Buy |
23,149
+1,153
| +5% | +$63.3K | 0.77% | 26 |
|
|
2017
Q2 | $1.1M | Buy |
21,996
+2,080
| +10% | +$104K | 0.72% | 32 |
|
|
2017
Q1 | $955K | Buy |
+19,916
| New | +$955K | 0.46% | 34 |
|