EWA
Evolution 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 | $3.88M | Buy |
64,677
+312
| +0.5% | +$18.7K | 0.57% | 33 |
|
|
2025
Q1 | $3.47M | Sell |
64,365
-172
| -0.3% | -$9.28K | 0.58% | 33 |
|
|
2024
Q4 | $3.37M | Buy |
64,537
+6,926
| +12% | +$362K | 0.56% | 33 |
|
|
2024
Q3 | $3.31M | Buy |
57,611
+119
| +0.2% | +$6.83K | 0.59% | 34 |
|
|
2024
Q2 | $3.08M | Sell |
57,492
-1,342
| -2% | -$71.8K | 0.6% | 35 |
|
|
2024
Q1 | $3.04M | Buy |
58,834
+401
| +0.7% | +$20.7K | 0.58% | 35 |
|
|
2023
Q4 | $2.96M | Sell |
58,433
-37,179
| -39% | -$1.88M | 0.59% | 39 |
|
|
2023
Q3 | $4.55M | Buy |
95,612
+2,220
| +2% | +$106K | 1.02% | 28 |
|
|
2023
Q2 | $4.6M | Buy |
93,392
+2,044
| +2% | +$101K | 1.02% | 26 |
|
|
2023
Q1 | $4.46M | Sell |
91,348
-1,750
| -2% | -$85.4K | 1.07% | 27 |
|
|
2022
Q4 | $4.35M | Buy |
93,098
+7,349
| +9% | +$343K | 1.1% | 27 |
|
|
2022
Q3 | $3.69M | Buy |
85,749
+1,953
| +2% | +$84K | 1.01% | 26 |
|
|
2022
Q2 | $4.11M | Sell |
83,796
-475
| -0.6% | -$23.3K | 1.04% | 26 |
|
|
2022
Q1 | $4.68M | Buy |
84,271
+805
| +1% | +$44.7K | 0.96% | 25 |
|
|
2021
Q4 | $5K | Buy |
83,466
+11,268
| +16% | +$674 | 0.75% | 25 |
|
|
2021
Q3 | $4.46M | Buy |
72,198
+5,730
| +9% | +$354K | 0.96% | 22 |
|
|
2021
Q2 | $4.45M | Buy |
66,468
+1,916
| +3% | +$128K | 0.9% | 25 |
|
|
2021
Q1 | $4.16M | Buy |
64,552
+27,174
| +73% | +$1.75M | 0.93% | 27 |
|
|
2020
Q4 | $2.32M | Sell |
37,378
-3,108
| -8% | -$193K | 0.52% | 42 |
|
|
2020
Q3 | $2.14M | Buy |
40,486
+2,505
| +7% | +$132K | 0.58% | 36 |
|
|
2020
Q2 | $1.81M | Buy |
37,981
+7,525
| +25% | +$358K | 0.59% | 32 |
|
|
2020
Q1 | $1.23M | Sell |
30,456
-7,120
| -19% | -$288K | 0.5% | 35 |
|
|
2019
Q4 | $2.02M | Buy |
37,576
+7,720
| +26% | +$415K | 0.51% | 28 |
|
|
2019
Q3 | $1.46M | Buy |
+29,856
| New | +$1.46M | 0.7% | 16 |
|
|
2019
Q2 | – | Sell |
-40,214
| Closed | -$2.08M | – | 474 |
|
|
2019
Q1 | $2.08M | Sell |
40,214
-18,250
| -31% | -$943K | 0.96% | 23 |
|
|
2018
Q4 | $2.76M | Buy |
+58,464
| New | +$2.76M | 1.26% | 22 |
|