IWA
Invera 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
Q1 | $4.21M | Sell |
77,977
-2,475
| -3% | -$134K | 4.95% | 8 |
|
|
2024
Q4 | $4.27M | Sell |
80,452
-109
| -0.1% | -$5.79K | 4.23% | 10 |
|
|
2024
Q3 | $4.6M | Sell |
80,561
-2,058
| -2% | -$118K | 4.57% | 9 |
|
|
2024
Q2 | $4.59M | Buy |
82,619
+9,747
| +13% | +$541K | 4.71% | 8 |
|
|
2024
Q1 | $3.66M | Buy |
72,872
+2,788
| +4% | +$140K | 3.11% | 12 |
|
|
2023
Q4 | $3.54M | Buy |
+70,084
| New | +$3.54M | 2.22% | 14 |
|