TCWA
Turtle Creek 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 | $3.04M | Buy |
50,603
+1,649
| +3% | +$99K | 0.36% | 67 |
|
|
2025
Q1 | $2.64M | Sell |
48,954
-49,047
| -50% | -$2.65M | 0.39% | 70 |
|
|
2024
Q4 | $5.12M | Buy |
98,001
+4,062
| +4% | +$212K | 1.18% | 26 |
|
|
2024
Q3 | $5.39M | Sell |
93,939
-83,252
| -47% | -$4.78M | 1.08% | 31 |
|
|
2024
Q2 | $9.49M | Buy |
177,191
+21,847
| +14% | +$1.17M | 2.2% | 7 |
|
|
2024
Q1 | $8.02M | Buy |
155,344
+90,182
| +138% | +$4.65M | 1.97% | 8 |
|
|
2023
Q4 | $3.3M | Buy |
+65,162
| New | +$3.3M | 0.97% | 30 |
|