BCU Wealth Advisors’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
Q2 | – | Sell |
-20,950
| Closed | -$1.15M | – | 58 |
|
2025
Q1 | $1.15M | Buy |
20,950
+3,266
| +18% | +$180K | 0.6% | 18 |
|
2024
Q4 | $981K | Buy |
17,684
+2,154
| +14% | +$119K | 0.56% | 19 |
|
2024
Q3 | $949K | Buy |
15,530
+6,023
| +63% | +$368K | 0.57% | 22 |
|
2024
Q2 | $563K | Buy |
9,507
+1,127
| +13% | +$66.7K | 0.42% | 29 |
|
2024
Q1 | $482K | Buy |
+8,380
| New | +$482K | 0.41% | 30 |
|