IWA
Invera Wealth Advisors’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.31M | Sell |
112,737
-2,403
| -2% | -$91.9K | 5.07% | 7 |
|
|
2024
Q4 | $4.4M | Buy |
115,140
+2,032
| +2% | +$77.7K | 4.36% | 9 |
|
|
2024
Q3 | $4.6M | Buy |
113,108
+1,874
| +2% | +$76.3K | 4.58% | 8 |
|
|
2024
Q2 | $4.22M | Buy |
111,234
+1,961
| +2% | +$74.4K | 4.33% | 10 |
|
|
2024
Q1 | $3.76M | Buy |
109,273
+8,383
| +8% | +$288K | 3.19% | 11 |
|
|
2023
Q4 | $3.58M | Buy |
+100,890
| New | +$3.58M | 2.24% | 13 |
|