PWA
Physician 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 | $17.2M | Buy |
286,567
+132,361
| +86% | +$7.95M | 2.7% | 11 |
|
|
2025
Q1 | $8.32M | Buy |
154,206
+54,073
| +54% | +$2.92M | 1.43% | 17 |
|
|
2024
Q4 | $5.23M | Buy |
100,133
+2,592
| +3% | +$135K | 0.88% | 27 |
|
|
2024
Q3 | $5.51M | Sell |
97,541
-46,193
| -32% | -$2.61M | 0.99% | 27 |
|
|
2024
Q2 | $7.99M | Buy |
143,734
+65,842
| +85% | +$3.66M | 1.47% | 17 |
|
|
2024
Q1 | $3.9M | Sell |
77,892
-64,526
| -45% | -$3.23M | 0.82% | 30 |
|
|
2023
Q4 | $6.84M | Buy |
142,418
+7,645
| +6% | +$367K | 1.53% | 17 |
|
|
2023
Q3 | $6.36M | Sell |
134,773
-59,960
| -31% | -$2.83M | 1.64% | 16 |
|
|
2023
Q2 | $9.71M | Buy |
194,733
+2,986
| +2% | +$149K | 2.41% | 10 |
|
|
2023
Q1 | $9.38M | Sell |
191,747
-18,441
| -9% | -$902K | 2.46% | 10 |
|
|
2022
Q4 | $10.8M | Buy |
210,188
+152,780
| +266% | +$7.88M | 2.93% | 7 |
|
|
2022
Q3 | $2.59M | Sell |
57,408
-15,511
| -21% | -$699K | 0.8% | 26 |
|
|
2022
Q2 | $3.55M | Sell |
72,919
-9,373
| -11% | -$456K | 1.03% | 23 |
|
|
2022
Q1 | $4.37M | Sell |
82,292
-12,406
| -13% | -$659K | 1.16% | 19 |
|
|
2021
Q4 | $5.67M | Buy |
94,698
+3,302
| +4% | +$198K | 1.49% | 15 |
|
|
2021
Q3 | $5.83M | Buy |
91,396
+5,979
| +7% | +$381K | 1.6% | 15 |
|
|
2021
Q2 | $5.56M | Buy |
85,417
+4,912
| +6% | +$320K | 1.59% | 16 |
|
|
2021
Q1 | $5.25M | Buy |
80,505
+2,599
| +3% | +$170K | 1.71% | 14 |
|
|
2020
Q4 | $5.34M | Buy |
77,906
+3,762
| +5% | +$258K | 1.82% | 13 |
|
|
2020
Q3 | $4.02M | Sell |
74,144
-1,709
| -2% | -$92.6K | 1.61% | 15 |
|
|
2020
Q2 | $3.99M | Sell |
75,853
-6,344
| -8% | -$334K | 1.61% | 15 |
|
|
2020
Q1 | $3.5M | Sell |
82,197
-49,031
| -37% | -$2.09M | 1.75% | 17 |
|
|
2019
Q4 | $7.28M | Buy |
131,228
+17,137
| +15% | +$950K | 3.24% | 4 |
|
|
2019
Q3 | $5.94M | Buy |
+114,091
| New | +$5.94M | 2.9% | 6 |
|