WFA
West 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 | $145K | Hold |
2,414
| – | – | 0.03% | 70 |
|
|
2025
Q1 | $130K | Hold |
2,414
| – | – | 0.02% | 73 |
|
|
2024
Q4 | $126K | Hold |
2,414
| – | – | 0.02% | 71 |
|
|
2024
Q3 | $139K | Buy |
+2,414
| New | +$139K | 0.03% | 63 |
|
|
2023
Q4 | – | Sell |
-233
| Closed | -$11.1K | – | 181 |
|
|
2023
Q3 | $11.1K | Buy |
+233
| New | +$11.1K | ﹤0.01% | 127 |
|
|
2023
Q2 | – | Sell |
-1,010
| Closed | -$49.3K | – | 196 |
|
|
2023
Q1 | $49.3K | Hold |
1,010
| – | – | 0.01% | 78 |
|
|
2022
Q4 | $47.2K | Buy |
1,010
+197
| +24% | +$9.2K | 0.01% | 77 |
|
|
2022
Q3 | $35K | Sell |
813
-688
| -46% | -$29.6K | 0.01% | 108 |
|
|
2022
Q2 | $74K | Hold |
1,501
| – | – | 0.02% | 86 |
|
|
2022
Q1 | $83K | Hold |
1,501
| – | – | 0.02% | 85 |
|
|
2021
Q4 | $90K | Buy |
1,501
+688
| +85% | +$41.3K | 0.02% | 91 |
|
|
2021
Q3 | $50K | Hold |
813
| – | – | 0.01% | 96 |
|
|
2021
Q2 | $54K | Sell |
813
-2,821
| -78% | -$187K | 0.02% | 88 |
|
|
2021
Q1 | $234K | Hold |
3,634
| – | – | 0.08% | 42 |
|
|
2020
Q4 | $225K | Buy |
+3,634
| New | +$225K | 0.08% | 43 |
|