Carson Wealth (CWM LLC)’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Sell |
308,261
-2,146,533
| -87% | -$136M | 0.07% | 244 |
|
|
2025
Q1 | $135M | Sell |
2,454,794
-348,929
| -12% | -$19.2M | 0.54% | 40 |
|
|
2024
Q4 | $155M | Buy |
2,803,723
+76,626
| +3% | +$4.25M | 0.65% | 33 |
|
|
2024
Q3 | $167M | Buy |
2,727,097
+445,639
| +20% | +$27.2M | 0.72% | 29 |
|
|
2024
Q2 | $135M | Sell |
2,281,458
-43,347
| -2% | -$2.57M | 0.64% | 32 |
|
|
2024
Q1 | $134M | Buy |
2,324,805
+888,232
| +62% | +$51.1M | 0.65% | 31 |
|
|
2023
Q4 | $79.6M | Buy |
1,436,573
+1,429,986
| +21,709% | +$79.2M | 0.43% | 44 |
|
|
2023
Q3 | $328K | Buy |
6,587
+5,703
| +645% | +$284K | ﹤0.01% | 1128 |
|
|
2023
Q2 | $46K | Buy |
884
+34
| +4% | +$1.77K | ﹤0.01% | 2052 |
|
|
2023
Q1 | $42K | Sell |
850
-140
| -14% | -$6.92K | ﹤0.01% | 1983 |
|
|
2022
Q4 | $47K | Buy |
990
+140
| +16% | +$6.65K | ﹤0.01% | 1773 |
|
|
2022
Q3 | $38K | Hold |
850
| – | – | ﹤0.01% | 1795 |
|
|
2022
Q2 | $41K | Hold |
850
| – | – | ﹤0.01% | 1707 |
|
|
2022
Q1 | $49K | Hold |
850
| – | – | ﹤0.01% | 1618 |
|
|
2021
Q4 | $52K | Buy |
+850
| New | +$52K | ﹤0.01% | 1552 |
|
|
2021
Q2 | $53K | Hold |
850
| – | – | ﹤0.01% | 1374 |
|
|
2021
Q1 | $53K | Hold |
850
| – | – | ﹤0.01% | 1374 |
|
|
2020
Q4 | $53K | Hold |
850
| – | – | ﹤0.01% | 1374 |
|
|
2020
Q3 | $53K | Hold |
850
| – | – | ﹤0.01% | 1374 |
|
|
2020
Q2 | $53K | Hold |
850
| – | – | ﹤0.01% | 1374 |
|
|
2020
Q1 | $53K | Hold |
850
| – | – | ﹤0.01% | 1374 |
|
|
2019
Q4 | $53K | Hold |
850
| – | – | ﹤0.01% | 1374 |
|
|
2019
Q3 | $53K | Hold |
850
| – | – | ﹤0.01% | 1374 |
|
|
2019
Q2 | $53K | Hold |
850
| – | – | ﹤0.01% | 1374 |
|
|
2019
Q1 | $53K | Buy |
+850
| New | +$53K | ﹤0.01% | 1374 |
|