UFA
US Financial 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
Q1 | $1.72M | Sell |
31,904
-161
| -0.5% | -$8.69K | 0.51% | 32 |
|
|
2024
Q4 | $1.67M | Sell |
32,065
-1,102
| -3% | -$57.5K | 0.51% | 31 |
|
|
2024
Q3 | $1.9M | Buy |
33,167
+93
| +0.3% | +$5.34K | 0.59% | 31 |
|
|
2024
Q2 | $1.77M | Sell |
33,074
-787
| -2% | -$42.1K | 0.59% | 31 |
|
|
2024
Q1 | $1.75M | Sell |
33,861
-350
| -1% | -$18.1K | 0.61% | 31 |
|
|
2023
Q4 | $1.73M | Buy |
34,211
+731
| +2% | +$37K | 0.64% | 31 |
|
|
2023
Q3 | $1.59M | Buy |
33,480
+176
| +0.5% | +$8.38K | 0.66% | 32 |
|
|
2023
Q2 | $1.64M | Buy |
33,304
+2,574
| +8% | +$127K | 0.7% | 29 |
|
|
2023
Q1 | $1.5M | Sell |
30,730
-1,372
| -4% | -$66.9K | 0.67% | 29 |
|
|
2022
Q4 | $1.5M | Buy |
32,102
+9,045
| +39% | +$422K | 0.75% | 29 |
|
|
2022
Q3 | $991K | Buy |
23,057
+15,434
| +202% | +$663K | 0.56% | 27 |
|
|
2022
Q2 | $374K | Buy |
7,623
+1,432
| +23% | +$70.3K | 0.21% | 36 |
|
|
2022
Q1 | $344K | Hold |
6,191
| – | – | 0.17% | 50 |
|
|
2021
Q4 | $371K | Sell |
6,191
-7
| -0.1% | -$419 | 0.17% | 45 |
|
|
2021
Q3 | $383K | Sell |
6,198
-1,427
| -19% | -$88.2K | 0.19% | 38 |
|
|
2021
Q2 | $511K | Sell |
7,625
-9,042
| -54% | -$606K | 0.25% | 32 |
|
|
2021
Q1 | $1.07M | Buy |
16,667
+5,761
| +53% | +$371K | 0.3% | 55 |
|
|
2020
Q4 | $677K | Buy |
+10,906
| New | +$677K | 0.2% | 58 |
|
|
2016
Q2 | $595K | Hold |
14,305
| – | – | 1.19% | 23 |
|
|
2016
Q1 | $595K | Sell |
14,305
-7,257
| -34% | -$302K | 1.04% | 23 |
|
|
2015
Q4 | $849K | Buy |
21,562
+20,347
| +1,675% | +$801K | 0.81% | 21 |
|
|
2015
Q3 | $48K | Sell |
1,215
-11,996
| -91% | -$474K | 0.08% | 107 |
|
|
2015
Q2 | $635K | Buy |
13,211
+2,307
| +21% | +$111K | 0.6% | 22 |
|
|
2015
Q1 | $527K | Sell |
10,904
-22,322
| -67% | -$1.08M | 0.48% | 28 |
|
|
2014
Q4 | $1.56M | Buy |
+33,226
| New | +$1.56M | 1.4% | 17 |
|