CWA
Canvas 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 | $1.09M | Buy |
17,842
+350
| +2% | +$21.4K | 0.21% | 62 |
|
2025
Q1 | $922K | Sell |
17,492
-969
| -5% | -$51.1K | 0.24% | 66 |
|
2024
Q4 | $964K | Buy |
18,461
+5,334
| +41% | +$279K | 0.24% | 65 |
|
2024
Q3 | $754K | Buy |
13,127
+1,312
| +11% | +$75.3K | 0.21% | 68 |
|
2024
Q2 | $624K | Buy |
11,815
+2,239
| +23% | +$118K | 0.19% | 65 |
|
2024
Q1 | $479K | Sell |
9,576
-595
| -6% | -$29.8K | 0.16% | 78 |
|
2023
Q4 | $503K | Sell |
10,171
-1,272
| -11% | -$62.9K | 0.18% | 69 |
|
2023
Q3 | $527K | Sell |
11,443
-4,228
| -27% | -$195K | 0.22% | 60 |
|
2023
Q2 | $798K | Sell |
15,671
-3,561
| -19% | -$181K | 0.3% | 53 |
|
2023
Q1 | $930K | Sell |
19,232
-6,053
| -24% | -$293K | 0.39% | 44 |
|
2022
Q4 | $1.27M | Buy |
25,285
+282
| +1% | +$14.1K | 0.53% | 41 |
|
2022
Q3 | $1.07M | Sell |
25,003
-8,816
| -26% | -$379K | 0.46% | 43 |
|
2022
Q2 | $1.66M | Sell |
33,819
-6,940
| -17% | -$340K | 0.67% | 38 |
|
2022
Q1 | $2.14M | Sell |
40,759
-14,240
| -26% | -$748K | 0.78% | 38 |
|
2021
Q4 | $3.29M | Sell |
54,999
-35,185
| -39% | -$2.11M | 1.18% | 20 |
|
2021
Q3 | $5.57M | Buy |
90,184
+27,716
| +44% | +$1.71M | 2.28% | 10 |
|
2021
Q2 | $4.19M | Buy |
62,468
+32,414
| +108% | +$2.17M | 1.88% | 15 |
|
2021
Q1 | $1.93M | Buy |
+30,054
| New | +$1.93M | 1.13% | 24 |
|