AEPWM
Atlantic Edge Private Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.9M | Sell |
125,043
-710
| -0.6% | -$44.8K | 2.16% | 12 |
|
|
2025
Q1 | $6.93M | Sell |
125,753
-110,052
| -47% | -$6.06M | 2.12% | 13 |
|
|
2024
Q4 | $13.1M | Sell |
235,805
-6,465
| -3% | -$358K | 4.05% | 4 |
|
|
2024
Q3 | $14.8M | Buy |
242,270
+17,477
| +8% | +$1.07M | 4.51% | 3 |
|
|
2024
Q2 | $13.3M | Buy |
224,793
+23,596
| +12% | +$1.4M | 4.45% | 4 |
|
|
2024
Q1 | $11.6M | Buy |
201,197
+28,409
| +16% | +$1.64M | 3.98% | 6 |
|
|
2023
Q4 | $9.57M | Buy |
+172,788
| New | +$9.57M | 3.89% | 6 |
|