Cyndeo Wealth Partners’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 |
-34,046
| Closed | -$1.89M | – | 460 |
|
2024
Q4 | $1.89M | Buy |
34,046
+1,222
| +4% | +$67.8K | 0.13% | 167 |
|
2024
Q3 | $2.01M | Buy |
32,824
+6,575
| +25% | +$402K | 0.14% | 168 |
|
2024
Q2 | $1.55M | Buy |
26,249
+11,398
| +77% | +$675K | 0.12% | 178 |
|
2024
Q1 | $855K | Buy |
14,851
+4,385
| +42% | +$252K | 0.07% | 213 |
|
2023
Q4 | $580K | Buy |
+10,466
| New | +$580K | 0.05% | 232 |
|