BWA
BCU 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 | $2.04M | Buy |
33,959
+23,957
| +240% | +$1.44M | 0.92% | 16 |
|
2025
Q1 | $540K | Buy |
10,002
+1,493
| +18% | +$80.6K | 0.28% | 28 |
|
2024
Q4 | $444K | Buy |
8,509
+567
| +7% | +$29.6K | 0.25% | 33 |
|
2024
Q3 | $456K | Sell |
7,942
-4,743
| -37% | -$272K | 0.27% | 33 |
|
2024
Q2 | $679K | Buy |
12,685
+8,067
| +175% | +$432K | 0.5% | 22 |
|
2024
Q1 | $238K | Sell |
4,618
-7,374
| -61% | -$381K | 0.2% | 42 |
|
2023
Q4 | $607K | Buy |
+11,992
| New | +$607K | 0.66% | 22 |
|