HWA
Heartwood Wealth Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
7,252
+505
| +7% | +$31.9K | 0.05% | 114 |
|
|
2025
Q1 | $372K | Buy |
6,747
+351
| +5% | +$19.3K | 0.04% | 118 |
|
|
2024
Q4 | $355K | Hold |
6,396
| – | – | 0.04% | 118 |
|
|
2024
Q3 | $391K | Buy |
6,396
+561
| +10% | +$34.3K | 0.04% | 110 |
|
|
2024
Q2 | $345K | Hold |
5,835
| – | – | 0.04% | 121 |
|
|
2024
Q1 | $336K | Sell |
5,835
-2,133
| -27% | -$123K | 0.04% | 109 |
|
|
2023
Q4 | $442K | Sell |
7,968
-149
| -2% | -$8.26K | 0.06% | 87 |
|
|
2023
Q3 | $404K | Buy |
8,117
+52
| +0.6% | +$2.59K | 0.06% | 90 |
|
|
2023
Q2 | $419K | Hold |
8,065
| – | – | 0.06% | 89 |
|
|
2023
Q1 | $398K | Buy |
8,065
+374
| +5% | +$18.4K | 0.06% | 87 |
|
|
2022
Q4 | $365K | Buy |
7,691
+756
| +11% | +$35.9K | 0.06% | 91 |
|
|
2022
Q3 | $307K | Sell |
6,935
-1,335
| -16% | -$59.1K | 0.05% | 91 |
|
|
2022
Q2 | $395K | Hold |
8,270
| – | – | 0.07% | 81 |
|
|
2022
Q1 | $481K | Buy |
8,270
+4,155
| +101% | +$242K | 0.07% | 75 |
|
|
2021
Q4 | $249K | Hold |
4,115
| – | – | 0.04% | 92 |
|
|
2021
Q3 | $250K | Hold |
4,115
| – | – | 0.04% | 88 |
|
|
2021
Q2 | $257K | Buy |
4,115
+205
| +5% | +$12.8K | 0.04% | 84 |
|
|
2021
Q1 | $232K | Buy |
+3,910
| New | +$232K | 0.04% | 77 |
|