EWM
Empirical Wealth Management’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 | $2.98M | Sell |
47,274
-980
| -2% | -$61.9K | 0.07% | 181 |
|
|
2025
Q1 | $2.66M | Buy |
48,254
+11,119
| +30% | +$613K | 0.07% | 176 |
|
|
2024
Q4 | $2.06M | Sell |
37,135
-1,866
| -5% | -$103K | 0.06% | 191 |
|
|
2024
Q3 | $2.38M | Buy |
39,001
+1,603
| +4% | +$98K | 0.07% | 170 |
|
|
2024
Q2 | $2.21M | Buy |
37,398
+1,122
| +3% | +$66.4K | 0.07% | 168 |
|
|
2024
Q1 | $2.09M | Sell |
36,276
-30
| -0.1% | -$1.73K | 0.06% | 175 |
|
|
2023
Q4 | $2.01M | Buy |
36,306
+1,160
| +3% | +$64.3K | 0.07% | 164 |
|
|
2023
Q3 | $1.75M | Buy |
35,146
+4,260
| +14% | +$212K | 0.07% | 168 |
|
|
2023
Q2 | $1.61M | Buy |
30,886
+16,200
| +110% | +$842K | 0.06% | 178 |
|
|
2023
Q1 | $724K | Buy |
14,686
+1,233
| +9% | +$60.8K | 0.03% | 269 |
|
|
2022
Q4 | $639K | Buy |
13,453
+2,631
| +24% | +$125K | 0.03% | 272 |
|
|
2022
Q3 | $479K | Buy |
10,822
+2
| +0% | +$89 | 0.03% | 307 |
|
|
2022
Q2 | $517K | Buy |
10,820
+861
| +9% | +$41.1K | 0.03% | 290 |
|
|
2022
Q1 | $579K | Buy |
9,959
+644
| +7% | +$37.4K | 0.03% | 301 |
|
|
2021
Q4 | $565K | Buy |
9,315
+326
| +4% | +$19.8K | 0.03% | 320 |
|
|
2021
Q3 | $545K | Sell |
8,989
-351
| -4% | -$21.3K | 0.03% | 285 |
|
|
2021
Q2 | $583K | Buy |
9,340
+965
| +12% | +$60.2K | 0.04% | 273 |
|
|
2021
Q1 | $498K | Buy |
8,375
+1,514
| +22% | +$90K | 0.04% | 247 |
|
|
2020
Q4 | $390K | Hold |
6,861
| – | – | 0.03% | 275 |
|
|
2020
Q3 | $317K | Buy |
+6,861
| New | +$317K | 0.03% | 278 |
|