JWA
JFS 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 | $18M | Buy |
299,338
+420
| +0.1% | +$25.2K | 1.14% | 20 |
|
|
2025
Q1 | $16.1M | Buy |
298,918
+12,239
| +4% | +$661K | 1.09% | 20 |
|
|
2024
Q4 | $15M | Buy |
286,679
+2,585
| +0.9% | +$135K | 1.02% | 22 |
|
|
2024
Q3 | $16.3M | Buy |
284,094
+65,531
| +30% | +$3.76M | 1.09% | 21 |
|
|
2024
Q2 | $11.7M | Sell |
218,563
-3,294
| -1% | -$176K | 0.92% | 24 |
|
|
2024
Q1 | $11.4M | Buy |
221,857
+12,267
| +6% | +$633K | 0.91% | 23 |
|
|
2023
Q4 | $10.6M | Buy |
209,590
+33,980
| +19% | +$1.72M | 0.9% | 23 |
|
|
2023
Q3 | $8.36M | Buy |
175,610
+6,315
| +4% | +$301K | 0.79% | 28 |
|
|
2023
Q2 | $8.34M | Buy |
169,295
+6,419
| +4% | +$316K | 0.75% | 30 |
|
|
2023
Q1 | $7.95M | Buy |
162,876
+14,025
| +9% | +$684K | 0.75% | 30 |
|
|
2022
Q4 | $6.95M | Buy |
148,851
+44,685
| +43% | +$2.09M | 0.68% | 33 |
|
|
2022
Q3 | $4.48M | Buy |
104,166
+19,197
| +23% | +$825K | 0.49% | 38 |
|
|
2022
Q2 | $4.17M | Buy |
84,969
+6,789
| +9% | +$333K | 0.44% | 40 |
|
|
2022
Q1 | $4.34M | Sell |
78,180
-13,546
| -15% | -$752K | 0.41% | 44 |
|
|
2021
Q4 | $5.49M | Buy |
91,726
+11,686
| +15% | +$700K | 0.52% | 36 |
|
|
2021
Q3 | $4.94M | Buy |
80,040
+53,259
| +199% | +$3.29M | 0.51% | 37 |
|
|
2021
Q2 | $1.79M | Buy |
26,781
+922
| +4% | +$61.8K | 0.27% | 60 |
|
|
2021
Q1 | $1.66M | Buy |
25,859
+1,888
| +8% | +$121K | 0.34% | 56 |
|
|
2020
Q4 | $1.49M | Buy |
23,971
+162
| +0.7% | +$10K | 0.31% | 62 |
|
|
2020
Q3 | $1.26M | Buy |
23,809
+393
| +2% | +$20.7K | 0.3% | 61 |
|
|
2020
Q2 | $1.12M | Sell |
23,416
-1,455
| -6% | -$69.3K | 0.29% | 64 |
|
|
2020
Q1 | $1.01M | Sell |
24,871
-81
| -0.3% | -$3.28K | 0.3% | 59 |
|
|
2019
Q4 | $1.34M | Buy |
24,952
+3,893
| +18% | +$209K | 0.33% | 56 |
|
|
2019
Q3 | $1.03M | Buy |
21,059
+670
| +3% | +$32.8K | 0.26% | 72 |
|
|
2019
Q2 | $1.05M | Buy |
20,389
+851
| +4% | +$43.8K | 0.27% | 70 |
|
|
2019
Q1 | $1.01M | Buy |
19,538
+901
| +5% | +$46.6K | 0.26% | 70 |
|
|
2018
Q4 | $879K | Buy |
18,637
+11,986
| +180% | +$565K | 0.24% | 73 |
|
|
2018
Q3 | $344K | Buy |
6,651
+2,815
| +73% | +$146K | 0.09% | 110 |
|
|
2018
Q2 | $201K | Buy |
3,836
+118
| +3% | +$6.18K | 0.05% | 138 |
|
|
2018
Q1 | $217K | Sell |
3,718
-42
| -1% | -$2.45K | 0.06% | 133 |
|
|
2017
Q4 | $214K | Buy |
3,760
+1,004
| +36% | +$57.1K | 0.05% | 134 |
|
|
2017
Q3 | $149K | Buy |
2,756
+6
| +0.2% | +$324 | 0.04% | 159 |
|
|
2017
Q2 | $138K | Buy |
2,750
+945
| +52% | +$47.4K | 0.04% | 153 |
|
|
2017
Q1 | $77K | Hold |
1,805
| – | – | 0.02% | 186 |
|
|
2016
Q4 | $77K | Buy |
1,805
+752
| +71% | +$32.1K | 0.02% | 186 |
|
|
2016
Q3 | $48K | Hold |
1,053
| – | – | 0.01% | 240 |
|
|
2016
Q2 | $44K | Hold |
1,053
| – | – | 0.01% | 268 |
|
|
2016
Q1 | $44K | Sell |
1,053
-1,753
| -62% | -$73.3K | 0.01% | 247 |
|
|
2015
Q4 | $111K | Buy |
+2,806
| New | +$111K | 0.03% | 171 |
|