CWA
Core 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-81,307
| Closed | -$3.97M | – | 257 |
|
|
2023
Q1 | $3.97M | Sell |
81,307
-5,783
| -7% | -$282K | 1.58% | 11 |
|
|
2022
Q4 | $4.07M | Buy |
87,090
+1,198
| +1% | +$55.9K | 1.78% | 10 |
|
|
2022
Q3 | $3.69M | Buy |
85,892
+8,567
| +11% | +$368K | 2.15% | 9 |
|
|
2022
Q2 | $3.79M | Buy |
77,325
+61,033
| +375% | +$2.99M | 2.33% | 11 |
|
|
2022
Q1 | $905K | Buy |
+16,292
| New | +$905K | 0.51% | 25 |
|
|
2020
Q2 | – | Sell |
-501
| Closed | -$20K | – | 144 |
|
|
2020
Q1 | $20K | Hold |
501
| – | – | 0.02% | 70 |
|
|
2019
Q4 | $27K | Buy |
+501
| New | +$27K | 0.02% | 71 |
|