CWS Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Buy |
12,619
+98
| +0.8% | +$5.88K | 0.22% | 56 |
|
|
2025
Q1 | $676K | Sell |
12,521
-134
| -1% | -$7.23K | 0.21% | 57 |
|
|
2024
Q4 | $661K | Buy |
12,655
+306
| +2% | +$16K | 0.21% | 52 |
|
|
2024
Q3 | $709K | Hold |
12,349
| – | – | 0.25% | 47 |
|
|
2024
Q2 | $661K | Buy |
12,349
+739
| +6% | +$39.6K | 0.26% | 44 |
|
|
2024
Q1 | $599K | Buy |
11,610
+270
| +2% | +$13.9K | 0.25% | 45 |
|
|
2023
Q4 | $574K | Buy |
11,340
+133
| +1% | +$6.73K | 0.22% | 70 |
|
|
2023
Q3 | $533K | Hold |
11,207
| – | – | 0.21% | 72 |
|
|
2023
Q2 | $552K | Sell |
11,207
-118
| -1% | -$5.82K | 0.21% | 72 |
|
|
2023
Q1 | $553K | Sell |
11,325
-2,262
| -17% | -$110K | 0.22% | 73 |
|
|
2022
Q4 | $874K | Buy |
13,587
+381
| +3% | +$24.5K | 0.38% | 49 |
|
|
2022
Q3 | $568K | Hold |
13,206
| – | – | 0.27% | 64 |
|
|
2022
Q2 | $648K | Sell |
13,206
-62
| -0.5% | -$3.04K | 0.3% | 61 |
|
|
2022
Q1 | $737K | Sell |
13,268
-619
| -4% | -$34.4K | 0.28% | 62 |
|
|
2021
Q4 | $831K | Buy |
+13,887
| New | +$831K | 0.29% | 62 |
|
|
2021
Q2 | $930K | Buy |
13,877
+290
| +2% | +$19.4K | 0.37% | 45 |
|
|
2021
Q1 | $874K | Buy |
13,587
+735
| +6% | +$47.3K | 0.38% | 49 |
|
|
2020
Q4 | $797K | Buy |
12,852
+354
| +3% | +$22K | 0.46% | 45 |
|
|
2020
Q3 | $660K | Hold |
12,498
| – | – | 0.44% | 46 |
|
|
2020
Q2 | $595K | Buy |
+12,498
| New | +$595K | 0.43% | 49 |
|