Beam 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 | $18.3M | Buy |
289,906
+43,107
| +17% | +$2.72M | 5.46% | 4 |
|
2025
Q1 | $13.6M | Buy |
246,799
+3,159
| +1% | +$174K | 4.59% | 4 |
|
2024
Q4 | $13.5M | Buy |
243,640
+19,796
| +9% | +$1.1M | 4.27% | 4 |
|
2024
Q3 | $13.7M | Buy |
223,844
+6,453
| +3% | +$394K | 4.15% | 5 |
|
2024
Q2 | $12.9M | Buy |
217,391
+108,668
| +100% | +$6.43M | 4.28% | 5 |
|
2024
Q1 | $6.26M | Buy |
108,723
+3,035
| +3% | +$175K | 3.76% | 6 |
|
2023
Q4 | $5.86M | Buy |
105,688
+14,945
| +16% | +$828K | 3.71% | 6 |
|
2023
Q3 | $4.52M | Buy |
+90,743
| New | +$4.52M | 3.21% | 9 |
|