Avantax Planning Partners’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,668
| Closed | -$203K | – | 438 |
|
|
2024
Q4 | $203K | Buy |
+3,668
| New | +$203K | 0.01% | 412 |
|
|
2024
Q3 | – | Sell |
-12,908
| Closed | -$764K | – | 453 |
|
|
2024
Q2 | $764K | Buy |
12,908
+185
| +1% | +$11K | 0.02% | 229 |
|
|
2024
Q1 | $732K | Sell |
12,723
-89
| -0.7% | -$5.12K | 0.02% | 242 |
|
|
2023
Q4 | $710K | Buy |
12,812
+1,701
| +15% | +$94.3K | 0.03% | 202 |
|
|
2023
Q3 | $554K | Buy |
11,111
+3,013
| +37% | +$150K | 0.02% | 217 |
|
|
2023
Q2 | $421K | Buy |
+8,098
| New | +$421K | 0.02% | 252 |
|