Beam Wealth Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.8M	Sell	290,369 -26,783	-8%	-$2.15M	5.69%	3
2025 Q4	$23.1M	Buy	317,152 +6,251	+2%	+$443K	6.33%	3
2025 Q3	$21M	Buy	310,901 +20,995	+7%	+$1.36M	5.72%	3
2025 Q2	$18.3M	Buy	289,906 +43,107	+17%	+$2.51M	5.46%	4
2025 Q1	$13.6M	Buy	246,799 +3,159	+1%	+$177K	4.59%	4
2024 Q4	$13.5M	Buy	243,640 +19,796	+9%	+$1.16M	4.27%	4
2024 Q3	$13.7M	Buy	223,844 +6,453	+3%	+$387K	4.15%	5
2024 Q2	$12.9M	Buy	217,391 +108,668	+100%	+$6.26M	4.28%	5
2024 Q1	$6.26M	Buy	108,723 +3,035	+3%	+$169K	3.76%	6
2023 Q4	$5.86M	Buy	105,688 +14,945	+16%	+$770K	3.71%	6
2023 Q3	$4.52M	Buy	+90,743	New	+$4.71M	3.21%	9