Beaumont Financial 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
Q1 | – | Sell |
-8,771
| Closed | -$486K | – | 372 |
|
|
2024
Q4 | $486K | Buy |
8,771
+3,502
| +66% | +$194K | 0.04% | 222 |
|
|
2024
Q3 | $322K | Sell |
5,269
-247
| -4% | -$15.1K | 0.03% | 264 |
|
|
2024
Q2 | $327K | Sell |
5,516
-9
| -0.2% | -$533 | 0.03% | 261 |
|
|
2024
Q1 | $318K | Sell |
5,525
-14
| -0.3% | -$806 | 0.03% | 265 |
|
|
2023
Q4 | $307K | Sell |
5,539
-528
| -9% | -$29.3K | 0.03% | 259 |
|
|
2023
Q3 | $302K | Buy |
+6,067
| New | +$302K | 0.03% | 243 |
|