AWA
Aletheian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
21,356
-76
| -0.4% | -$4.56K | 0.63% | 31 |
|
|
2025
Q1 | $1.16M | Sell |
21,432
-219
| -1% | -$11.8K | 0.65% | 30 |
|
|
2024
Q4 | $1.13M | Sell |
21,651
-731
| -3% | -$38.2K | 0.67% | 30 |
|
|
2024
Q3 | $1.28M | Sell |
22,382
-1,010
| -4% | -$58K | 0.75% | 27 |
|
|
2024
Q2 | $1.25M | Sell |
23,392
-36
| -0.2% | -$1.93K | 0.66% | 36 |
|
|
2024
Q1 | $1.21M | Sell |
23,428
-341
| -1% | -$17.6K | 0.66% | 37 |
|
|
2023
Q4 | $1.2M | Sell |
23,769
-1,553
| -6% | -$78.5K | 0.8% | 31 |
|
|
2023
Q3 | $1.21M | Buy |
25,322
+1,170
| +5% | +$55.7K | 0.92% | 29 |
|
|
2023
Q2 | $1.19M | Buy |
24,152
+1,523
| +7% | +$75.1K | 0.82% | 35 |
|
|
2023
Q1 | $1.1M | Sell |
22,629
-5,700
| -20% | -$278K | 0.97% | 25 |
|
|
2022
Q4 | $1.32M | Sell |
28,329
-3,587
| -11% | -$168K | 1.14% | 23 |
|
|
2022
Q3 | $1.37M | Buy |
31,916
+5,264
| +20% | +$226K | 1.56% | 19 |
|
|
2022
Q2 | $1.31M | Buy |
26,652
+12,500
| +88% | +$613K | 1.33% | 24 |
|
|
2022
Q1 | $786K | Sell |
14,152
-4,995
| -26% | -$277K | 0.75% | 31 |
|
|
2021
Q4 | $1.15M | Buy |
+19,147
| New | +$1.15M | 1.12% | 21 |
|