EWA
Encompass 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 | $5.41M | Buy |
90,109
+3,352
| +4% | +$201K | 1.98% | 12 |
|
|
2025
Q1 | $4.68M | Buy |
86,757
+5,806
| +7% | +$313K | 1.91% | 13 |
|
|
2024
Q4 | $4.23M | Buy |
80,951
+6,780
| +9% | +$354K | 1.71% | 13 |
|
|
2024
Q3 | $4.26M | Buy |
74,171
+1,994
| +3% | +$114K | 1.07% | 19 |
|
|
2024
Q2 | $3.86M | Buy |
72,177
+2,157
| +3% | +$115K | 1.02% | 20 |
|
|
2024
Q1 | $3.61M | Buy |
70,020
+2,296
| +3% | +$118K | 0.96% | 20 |
|
|
2023
Q4 | $3.43M | Buy |
67,724
+3,337
| +5% | +$169K | 1.03% | 20 |
|
|
2023
Q3 | $3.06M | Buy |
64,387
+4,444
| +7% | +$211K | 1.02% | 21 |
|
|
2023
Q2 | $2.95M | Buy |
59,943
+1,634
| +3% | +$80.5K | 0.96% | 22 |
|
|
2023
Q1 | $2.84M | Sell |
58,309
-59
| -0.1% | -$2.88K | 0.97% | 23 |
|
|
2022
Q4 | $2.73M | Buy |
58,368
+3,238
| +6% | +$151K | 0.99% | 23 |
|
|
2022
Q3 | $2.37M | Sell |
55,130
-8,695
| -14% | -$374K | 0.9% | 23 |
|
|
2022
Q2 | $3.13M | Sell |
63,825
-17,599
| -22% | -$863K | 1.11% | 21 |
|
|
2022
Q1 | $4.52M | Buy |
81,424
+5,471
| +7% | +$304K | 1.14% | 21 |
|
|
2021
Q4 | $4.55M | Buy |
75,953
+6,681
| +10% | +$400K | 1.11% | 21 |
|
|
2021
Q3 | $4.28M | Buy |
69,272
+2,645
| +4% | +$163K | 1.12% | 21 |
|
|
2021
Q2 | $4.46M | Sell |
66,627
-2,983
| -4% | -$200K | 1.1% | 20 |
|
|
2021
Q1 | $4.45M | Buy |
69,610
+25,885
| +59% | +$1.66M | 1.14% | 18 |
|
|
2020
Q4 | $2.71M | Buy |
+43,725
| New | +$2.71M | 1.56% | 12 |
|