AWA
Aletheian Wealth Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,107
| Closed | -$557K | – | 101 |
|
|
2025
Q1 | $557K | Buy |
+10,107
| New | +$557K | 0.31% | 51 |
|
|
2024
Q3 | – | Sell |
-8,121
| Closed | -$481K | – | 86 |
|
|
2024
Q2 | $481K | Hold |
8,121
| – | – | 0.25% | 65 |
|
|
2024
Q1 | $468K | Hold |
8,121
| – | – | 0.25% | 64 |
|
|
2023
Q4 | $450K | Hold |
8,121
| – | – | 0.3% | 62 |
|
|
2023
Q3 | $405K | Hold |
8,121
| – | – | 0.31% | 62 |
|
|
2023
Q2 | $422K | Hold |
8,121
| – | – | 0.29% | 65 |
|
|
2023
Q1 | $401K | Buy |
8,121
+952
| +13% | +$47K | 0.35% | 44 |
|
|
2022
Q4 | $340K | Hold |
7,169
| – | – | 0.29% | 64 |
|
|
2022
Q3 | $317K | Hold |
7,169
| – | – | 0.36% | 43 |
|
|
2022
Q2 | $342K | Sell |
7,169
-123
| -2% | -$5.87K | 0.35% | 42 |
|
|
2022
Q1 | $424K | Buy |
7,292
+2,715
| +59% | +$158K | 0.4% | 43 |
|
|
2021
Q4 | $278K | Buy |
+4,577
| New | +$278K | 0.27% | 43 |
|