CWA
Clearview Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
3,801
+170
| +5% | +$15.7K | 0.25% | 77 |
|
|
2025
Q1 | $329K | Buy |
3,631
+740
| +26% | +$67K | 0.25% | 79 |
|
|
2024
Q4 | $257K | Buy |
2,891
+116
| +4% | +$10.3K | 0.2% | 85 |
|
|
2024
Q3 | $260K | Sell |
2,775
-494
| -15% | -$46.2K | 0.2% | 84 |
|
|
2024
Q2 | $289K | Sell |
3,269
-677
| -17% | -$59.9K | 0.25% | 77 |
|
|
2024
Q1 | $354K | Buy |
+3,946
| New | +$354K | 0.36% | 69 |
|
|
2023
Q3 | – | Sell |
-1,125
| Closed | -$97.3K | – | 266 |
|
|
2023
Q2 | $97.3K | Sell |
1,125
-1,937
| -63% | -$168K | 0.1% | 142 |
|
|
2023
Q1 | $264K | Buy |
3,062
+2,591
| +550% | +$224K | 0.27% | 105 |
|
|
2022
Q4 | $39.8K | Sell |
471
-108
| -19% | -$9.14K | 0.03% | 179 |
|
|
2022
Q3 | $46K | Sell |
579
-347
| -37% | -$27.6K | 0.04% | 173 |
|
|
2022
Q2 | $79K | Sell |
926
-388
| -30% | -$33.1K | 0.06% | 141 |
|
|
2022
Q1 | $129K | Buy |
1,314
+7
| +0.5% | +$687 | 0.08% | 115 |
|
|
2021
Q4 | $143K | Sell |
1,307
-146
| -10% | -$16K | 0.09% | 126 |
|
|
2021
Q3 | $160K | Sell |
1,453
-187
| -11% | -$20.6K | 0.1% | 126 |
|
|
2021
Q2 | $185K | Sell |
1,640
-525
| -24% | -$59.2K | 0.11% | 122 |
|
|
2021
Q1 | $236K | Sell |
2,165
-1,388
| -39% | -$151K | 0.15% | 105 |
|
|
2020
Q4 | $412K | Buy |
+3,553
| New | +$412K | 0.28% | 70 |
|