WFAG
Wescott Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.6M | Sell |
643,312
-8,201
| -1% | -$492K | 3.69% | 8 |
|
|
2025
Q1 | $35.2M | Sell |
651,513
-2,030
| -0.3% | -$110K | 3.65% | 8 |
|
|
2024
Q4 | $34.1M | Buy |
653,543
+4,975
| +0.8% | +$260K | 3.54% | 8 |
|
|
2024
Q3 | $37.2M | Buy |
648,568
+690
| +0.1% | +$39.6K | 4% | 7 |
|
|
2024
Q2 | $34.7M | Buy |
647,878
+10,951
| +2% | +$586K | 4.03% | 7 |
|
|
2024
Q1 | $32.9M | Buy |
636,927
+586,539
| +1,164% | +$30.3M | 4.09% | 7 |
|
|
2023
Q4 | $2.55M | Buy |
50,388
+48
| +0.1% | +$2.43K | 0.36% | 43 |
|
|
2023
Q3 | $2.4M | Buy |
50,340
+1,726
| +4% | +$82.1K | 0.44% | 44 |
|
|
2023
Q2 | $2.4M | Sell |
48,614
-4,692
| -9% | -$231K | 0.42% | 44 |
|
|
2023
Q1 | $2.6M | Sell |
53,306
-2,988
| -5% | -$146K | 0.57% | 36 |
|
|
2022
Q4 | $2.63M | Sell |
56,294
-1,515
| -3% | -$70.8K | 0.57% | 37 |
|
|
2022
Q3 | $2.49M | Buy |
57,809
+6,971
| +14% | +$300K | 0.69% | 30 |
|
|
2022
Q2 | $2.49M | Buy |
50,838
+1,533
| +3% | +$75.2K | 0.68% | 30 |
|
|
2022
Q1 | $2.74M | Buy |
49,305
+37,796
| +328% | +$2.1M | 0.71% | 27 |
|
|
2021
Q4 | $689K | Buy |
11,509
+2,025
| +21% | +$121K | 0.35% | 34 |
|
|
2021
Q3 | $586K | Buy |
9,484
+53
| +0.6% | +$3.28K | 0.33% | 36 |
|
|
2021
Q2 | $599K | Buy |
9,431
+825
| +10% | +$52.4K | 0.35% | 33 |
|
|
2021
Q1 | $554K | Buy |
8,606
+372
| +5% | +$23.9K | 0.36% | 33 |
|
|
2020
Q4 | $511K | Buy |
+8,234
| New | +$511K | 0.36% | 29 |
|