AWA
Acorn 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-7,010
| Closed | -$337K | – | 122 |
|
2019
Q2 | $337K | Buy |
7,010
+395
| +6% | +$19K | 0.31% | 65 |
|
2019
Q1 | $351K | Buy |
6,615
+183
| +3% | +$9.71K | 0.32% | 64 |
|
2018
Q4 | $314K | Sell |
6,432
-501
| -7% | -$24.5K | 0.32% | 63 |
|
2018
Q3 | $338K | Sell |
6,933
-1,724
| -20% | -$84K | 0.33% | 63 |
|
2018
Q2 | $449K | Buy |
8,657
+1,038
| +14% | +$53.8K | 0.38% | 45 |
|
2018
Q1 | $437K | Buy |
7,619
+4,852
| +175% | +$278K | 0.38% | 46 |
|
2017
Q4 | $164K | Buy |
+2,767
| New | +$164K | 0.15% | 115 |
|