Beacon Financial Advisory’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 |
-9,683
| Closed | -$533K | – | 356 |
|
|
2025
Q1 | $533K | Sell |
9,683
-599
| -6% | -$33K | 0.16% | 160 |
|
|
2024
Q4 | $570K | Buy |
10,282
+1,235
| +14% | +$68.5K | 0.19% | 144 |
|
|
2024
Q3 | $553K | Buy |
9,047
+2,508
| +38% | +$153K | 0.19% | 146 |
|
|
2024
Q2 | $387K | Buy |
6,539
+575
| +10% | +$34K | 0.14% | 178 |
|
|
2024
Q1 | $343K | Buy |
5,964
+2,284
| +62% | +$131K | 0.17% | 166 |
|
|
2023
Q4 | $204K | Buy |
+3,680
| New | +$204K | 0.1% | 236 |
|