CWA
Clarus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-94,328
| Closed | -$4.88M | – | 691 |
|
|
2018
Q3 | $4.88M | Sell |
94,328
-12,841
| -12% | -$665K | 3.19% | 6 |
|
|
2018
Q2 | $6.26M | Hold |
107,169
| – | – | 4.73% | 6 |
|
|
2018
Q1 | $6.26M | Buy |
107,169
+14,901
| +16% | +$870K | 5.78% | 6 |
|
|
2017
Q4 | $5.25M | Buy |
+92,268
| New | +$5.25M | 5.05% | 7 |
|