CWA
Clearview 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 | $1.52M | Buy |
25,352
+12,621
| +99% | +$758K | 1.06% | 24 |
|
|
2025
Q1 | $687K | Buy |
12,731
+4,617
| +57% | +$249K | 0.51% | 40 |
|
|
2024
Q4 | $424K | Sell |
8,114
-5,443
| -40% | -$284K | 0.32% | 59 |
|
|
2024
Q3 | $778K | Buy |
13,557
+6,705
| +98% | +$385K | 0.6% | 38 |
|
|
2024
Q2 | $367K | Sell |
6,852
-15,800
| -70% | -$846K | 0.32% | 62 |
|
|
2024
Q1 | $1.17M | Buy |
22,652
+14,137
| +166% | +$729K | 1.19% | 19 |
|
|
2023
Q4 | $431K | Buy |
8,515
+648
| +8% | +$32.8K | 0.5% | 66 |
|
|
2023
Q3 | $374K | Sell |
7,867
-2,586
| -25% | -$123K | 0.46% | 74 |
|
|
2023
Q2 | $515K | Sell |
10,453
-2,166
| -17% | -$107K | 0.52% | 58 |
|
|
2023
Q1 | $616K | Buy |
12,619
+12,552
| +18,734% | +$612K | 0.62% | 46 |
|
|
2022
Q4 | $3.17K | Buy |
67
+22
| +49% | +$1.04K | ﹤0.01% | 438 |
|
|
2022
Q3 | $2K | Hold |
45
| – | – | ﹤0.01% | 492 |
|
|
2022
Q2 | $2K | Buy |
45
+1
| +2% | +$44 | ﹤0.01% | 497 |
|
|
2022
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 525 |
|
|
2021
Q4 | $3K | Hold |
44
| – | – | ﹤0.01% | 548 |
|
|
2021
Q3 | $3K | Buy |
44
+1
| +2% | +$68 | ﹤0.01% | 548 |
|
|
2021
Q2 | $3K | Sell |
43
-404
| -90% | -$28.2K | ﹤0.01% | 545 |
|
|
2021
Q1 | $29K | Hold |
447
| – | – | 0.02% | 290 |
|
|
2020
Q4 | $28K | Buy |
+447
| New | +$28K | 0.02% | 262 |
|