PFWA
Paces Ferry 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 | $354K | Buy |
5,891
+649
| +12% | +$39K | 0.16% | 81 |
|
2025
Q1 | $283K | Buy |
5,242
+964
| +23% | +$52K | 0.14% | 96 |
|
2024
Q4 | $223K | Sell |
4,278
-19
| -0.4% | -$992 | 0.11% | 113 |
|
2024
Q3 | $247K | Buy |
4,297
+10
| +0.2% | +$574 | 0.14% | 102 |
|
2024
Q2 | $229K | Sell |
4,287
-12
| -0.3% | -$642 | 0.14% | 102 |
|
2024
Q1 | $222K | Sell |
4,299
-612
| -12% | -$31.6K | 0.14% | 102 |
|
2023
Q4 | $248K | Buy |
4,911
+44
| +0.9% | +$2.23K | 0.17% | 92 |
|
2023
Q3 | $232K | Buy |
4,867
+16
| +0.3% | +$762 | 0.18% | 91 |
|
2023
Q2 | $239K | Buy |
4,851
+4
| +0.1% | +$197 | 0.18% | 98 |
|
2023
Q1 | $236K | Sell |
4,847
-6,565
| -58% | -$320K | 0.19% | 99 |
|
2022
Q4 | $533K | Buy |
+11,412
| New | +$533K | 0.52% | 41 |
|
2020
Q4 | – | Sell |
-231
| Closed | -$12K | – | 591 |
|
2020
Q3 | $12K | Buy |
+231
| New | +$12K | 0.01% | 412 |
|