HWA
HHM 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 | $19.7K | Buy |
328
+141
| +75% | +$8.46K | ﹤0.01% | 511 |
|
|
2025
Q1 | $10.1K | Hold |
187
| – | – | ﹤0.01% | 590 |
|
|
2024
Q4 | $9.77K | Hold |
187
| – | – | ﹤0.01% | 594 |
|
|
2024
Q3 | $10.7K | Sell |
187
-184
| -50% | -$10.6K | ﹤0.01% | 548 |
|
|
2024
Q2 | $19.9K | Sell |
371
-36
| -9% | -$1.93K | ﹤0.01% | 452 |
|
|
2024
Q1 | $21K | Sell |
407
-74
| -15% | -$3.82K | ﹤0.01% | 402 |
|
|
2023
Q4 | $24.3K | Buy |
481
+56
| +13% | +$2.83K | ﹤0.01% | 387 |
|
|
2023
Q3 | $20.2K | Sell |
425
-3,423
| -89% | -$163K | ﹤0.01% | 399 |
|
|
2023
Q2 | $190K | Buy |
3,848
+2,063
| +116% | +$102K | 0.04% | 142 |
|
|
2023
Q1 | $87.1K | Buy |
1,785
+1,360
| +320% | +$66.4K | 0.02% | 215 |
|
|
2022
Q4 | $19.8K | Sell |
425
-479
| -53% | -$22.4K | ﹤0.01% | 362 |
|
|
2022
Q3 | $39K | Hold |
904
| – | – | 0.01% | 265 |
|
|
2022
Q2 | $44K | Buy |
904
+58
| +7% | +$2.82K | 0.01% | 295 |
|
|
2022
Q1 | $47K | Hold |
846
| – | – | 0.01% | 317 |
|
|
2021
Q4 | $51K | Sell |
846
-299
| -26% | -$18K | 0.01% | 305 |
|
|
2021
Q3 | $71K | Buy |
1,145
+46
| +4% | +$2.85K | 0.02% | 250 |
|
|
2021
Q2 | $74K | Buy |
1,099
+5
| +0.5% | +$337 | 0.02% | 243 |
|
|
2021
Q1 | $70K | Buy |
1,094
+308
| +39% | +$19.7K | 0.02% | 232 |
|
|
2020
Q4 | $49K | Buy |
786
+4
| +0.5% | +$249 | 0.02% | 261 |
|
|
2020
Q3 | $41K | Buy |
782
+242
| +45% | +$12.7K | 0.02% | 244 |
|
|
2020
Q2 | $26K | Buy |
540
+40
| +8% | +$1.93K | 0.01% | 285 |
|
|
2020
Q1 | $20K | Buy |
+500
| New | +$20K | 0.01% | 298 |
|