Caldwell Trust’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
45,509
+2,820
|
|
||||
|
2025
Q1 | $2.35M | Sell |
42,689
-1,118
|
|
||||
|
2024
Q4 | $2.43M | Buy |
43,807
+4,166
|
|
||||
|
2024
Q3 | $2.42M | Buy |
39,641
+3,280
|
|
||||
|
2024
Q2 | $2.15M | Sell |
36,361
-692
|
|
||||
|
2024
Q1 | $2.13M | Buy |
37,053
+3,784
|
|
||||
|
2023
Q4 | $1.84M | Buy |
33,269
+2,938
|
|
||||
|
2023
Q3 | $1.51M | Buy |
30,331
+5,599
|
|
||||
|
2023
Q2 | $1.29M | Buy |
24,732
+4,036
|
|
||||
|
2023
Q1 | $1.02M | Sell |
20,696
-7,249
|
|
||||
|
2022
Q4 | $1.33M | Sell |
27,945
-7,329
|
|
||||
|
2022
Q3 | $1.56M | Sell |
35,274
-4,845
|
|
||||
|
2022
Q2 | $1.92M | Sell |
40,119
-781
|
|
||||
|
2022
Q1 | $2.38M | Buy |
40,900
+40,051
|
|
||||
|
2021
Q4 | $51.5K | Buy |
+849
|
|