Clearstead 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 | $536K | Sell |
8,488
-123
| -1% | -$7.77K | 0.01% | 593 |
|
|
2025
Q1 | $474K | Buy |
8,611
+131
| +2% | +$7.22K | 0.01% | 593 |
|
|
2024
Q4 | $470K | Buy |
8,480
+11
| +0.1% | +$610 | 0.01% | 592 |
|
|
2024
Q3 | $518K | Hold |
8,469
| – | – | 0.01% | 559 |
|
|
2024
Q2 | $501K | Sell |
8,469
-1,396
| -14% | -$82.6K | 0.01% | 536 |
|
|
2024
Q1 | $569K | Sell |
9,865
-11,397
| -54% | -$657K | 0.03% | 298 |
|
|
2023
Q4 | $1.18M | Sell |
21,262
-21,632
| -50% | -$1.2M | 0.06% | 204 |
|
|
2023
Q3 | $2.14M | Buy |
42,894
+23,047
| +116% | +$1.15M | 0.06% | 204 |
|
|
2023
Q2 | $1.03M | Sell |
19,847
-25
| -0.1% | -$1.3K | 0.06% | 199 |
|
|
2023
Q1 | $980K | Sell |
19,872
-4,145
| -17% | -$204K | 0.07% | 178 |
|
|
2022
Q4 | $1.14M | Sell |
24,017
-1,168
| -5% | -$55.4K | 0.09% | 164 |
|
|
2022
Q3 | $1.12M | Buy |
25,185
+1,431
| +6% | +$63.4K | 0.1% | 148 |
|
|
2022
Q2 | $1.13M | Buy |
23,754
+8,615
| +57% | +$411K | 0.09% | 161 |
|
|
2022
Q1 | $881K | Buy |
15,139
+9,881
| +188% | +$575K | 0.06% | 186 |
|
|
2021
Q4 | $319K | Buy |
+5,258
| New | +$319K | 0.02% | 317 |
|