PWAG
Polaris Wealth Advisory Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-71,026
| Closed | -$3.5M | – | 178 |
|
|
2023
Q2 | $3.5M | Buy |
+71,026
| New | +$3.5M | 0.27% | 85 |
|
|
2022
Q4 | – | Sell |
-60,268
| Closed | -$2.61M | – | 183 |
|
|
2022
Q3 | $2.61M | Buy |
60,268
+6,728
| +13% | +$291K | 0.22% | 78 |
|
|
2022
Q2 | $2.63M | Buy |
+53,540
| New | +$2.63M | 0.21% | 72 |
|
|
2021
Q3 | – | Sell |
-51,241
| Closed | -$3.42M | – | 188 |
|
|
2021
Q2 | $3.42M | Buy |
+51,241
| New | +$3.42M | 0.2% | 82 |
|
|
2021
Q1 | – | Sell |
-45,696
| Closed | -$3M | – | 180 |
|
|
2020
Q4 | $3M | Buy |
+45,696
| New | +$3M | 0.22% | 89 |
|
|
2020
Q3 | – | Sell |
-30,340
| Closed | -$1.46M | – | 168 |
|
|
2020
Q2 | $1.46M | Buy |
30,340
+3,953
| +15% | +$191K | 0.12% | 87 |
|
|
2020
Q1 | $1.07M | Buy |
26,387
+6,348
| +32% | +$257K | 0.12% | 77 |
|
|
2019
Q4 | $1.1M | Buy |
+20,039
| New | +$1.1M | 0.07% | 99 |
|
|
2018
Q4 | – | Sell |
-55
| Closed | -$3K | – | 292 |
|
|
2018
Q3 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 474 |
|