Caldwell Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.17M | Buy |
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|
2025
Q2 | $2.87M | Buy |
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|
2025
Q1 | $2.35M | Sell |
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|
2024
Q4 | $2.43M | Buy |
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|
2024
Q3 | $2.42M | Buy |
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|
2024
Q2 | $2.15M | Sell |
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|
2024
Q1 | $2.13M | Buy |
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|
2023
Q4 | $1.84M | Buy |
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|
2023
Q3 | $1.51M | Buy |
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|
2023
Q2 | $1.29M | Buy |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.56M | Sell |
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|
2022
Q2 | $1.92M | Sell |
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|
2022
Q1 | $2.38M | Buy |
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|
2021
Q4 | $51.5K | Buy |
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