EP Wealth Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
37,149
+26,218
| +240% | +$1.66M | 0.02% | 385 |
|
|
2025
Q1 | $602K | Buy |
10,931
+1,109
| +11% | +$61.1K | ﹤0.01% | 640 |
|
|
2024
Q4 | $545K | Sell |
9,822
-400
| -4% | -$22.2K | ﹤0.01% | 666 |
|
|
2024
Q3 | $625K | Buy |
10,222
+1,740
| +21% | +$106K | 0.01% | 625 |
|
|
2024
Q2 | $502K | Sell |
8,482
-3,038
| -26% | -$180K | 0.01% | 534 |
|
|
2024
Q1 | $663K | Buy |
11,520
+5,410
| +89% | +$311K | 0.01% | 453 |
|
|
2023
Q4 | $339K | Sell |
6,110
-269
| -4% | -$14.9K | ﹤0.01% | 584 |
|
|
2023
Q3 | $318K | Sell |
6,379
-13,621
| -68% | -$679K | ﹤0.01% | 549 |
|
|
2023
Q2 | $253K | Buy |
+20,000
| New | +$253K | ﹤0.01% | 600 |
|