CWA
Consilio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,931
| Closed | -$384K | – | 50 |
|
|
2022
Q3 | $384K | Sell |
8,931
-3,763
| -30% | -$162K | 0.3% | 38 |
|
|
2022
Q2 | $623K | Hold |
12,694
| – | – | 0.5% | 27 |
|
|
2022
Q1 | $705K | Sell |
12,694
-10,518
| -45% | -$584K | 0.55% | 29 |
|
|
2021
Q4 | $1.41M | Buy |
+23,212
| New | +$1.41M | 1.09% | 22 |
|