WCFA
Walkner Condon 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
Q2 | $599K | Buy |
9,973
+429
| +4% | +$25.8K | 0.11% | 138 |
|
|
2025
Q1 | $515K | Buy |
9,544
+634
| +7% | +$34.2K | 0.1% | 152 |
|
|
2024
Q4 | $465K | Buy |
8,910
+1,599
| +22% | +$83.5K | 0.09% | 169 |
|
|
2024
Q3 | $420K | Sell |
7,311
-310
| -4% | -$17.8K | 0.09% | 175 |
|
|
2024
Q2 | $408K | Sell |
7,621
-3,537
| -32% | -$189K | 0.09% | 161 |
|
|
2024
Q1 | $576K | Sell |
11,158
-3,543
| -24% | -$183K | 0.12% | 137 |
|
|
2023
Q4 | $744K | Buy |
14,701
+3,867
| +36% | +$196K | 0.17% | 112 |
|
|
2023
Q3 | $516K | Sell |
10,834
-16
| -0.1% | -$761 | 0.14% | 131 |
|
|
2023
Q2 | $535K | Sell |
10,850
-1,751
| -14% | -$86.3K | 0.14% | 125 |
|
|
2023
Q1 | $615K | Buy |
12,601
+2,493
| +25% | +$122K | 0.17% | 110 |
|
|
2022
Q4 | $472K | Buy |
10,108
+2,543
| +34% | +$119K | 0.14% | 130 |
|
|
2022
Q3 | $325K | Sell |
7,565
-1,509
| -17% | -$64.8K | 0.1% | 155 |
|
|
2022
Q2 | $445K | Sell |
9,074
-960
| -10% | -$47.1K | 0.14% | 130 |
|
|
2022
Q1 | $557K | Sell |
10,034
-3,488
| -26% | -$194K | 0.16% | 119 |
|
|
2021
Q4 | $809K | Sell |
13,522
-324
| -2% | -$19.4K | 0.53% | 51 |
|
|
2021
Q3 | $853K | Buy |
13,846
+3,881
| +39% | +$239K | 0.42% | 53 |
|
|
2021
Q2 | $666K | Buy |
9,965
+2,736
| +38% | +$183K | 0.24% | 76 |
|
|
2021
Q1 | $465K | Buy |
7,229
+2,262
| +46% | +$146K | 0.18% | 103 |
|
|
2020
Q4 | $308K | Buy |
+4,967
| New | +$308K | 0.13% | 105 |
|