EWA
EverSource Wealth Advisors’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 | $1.95M | Sell |
30,850
-3,933
| -11% | -$248K | 0.09% | 169 |
|
|
2025
Q1 | $1.92M | Buy |
34,783
+5,316
| +18% | +$293K | 0.11% | 154 |
|
|
2024
Q4 | $1.63M | Buy |
29,467
+441
| +2% | +$24.5K | 0.09% | 170 |
|
|
2024
Q3 | $1.77M | Sell |
29,026
-1,608
| -5% | -$98.3K | 0.11% | 151 |
|
|
2024
Q2 | $1.84M | Buy |
30,634
+5,461
| +22% | +$329K | 0.12% | 142 |
|
|
2024
Q1 | $1.42M | Buy |
25,173
+3,084
| +14% | +$174K | 0.11% | 148 |
|
|
2023
Q4 | $1.22M | Buy |
22,089
+6,685
| +43% | +$370K | 0.11% | 152 |
|
|
2023
Q3 | $768K | Buy |
15,404
+1,988
| +15% | +$99.1K | 0.08% | 179 |
|
|
2023
Q2 | $697K | Sell |
13,416
-2,578
| -16% | -$134K | 0.08% | 197 |
|
|
2023
Q1 | $789K | Buy |
15,994
+379
| +2% | +$18.7K | 0.1% | 160 |
|
|
2022
Q4 | $741K | Sell |
15,615
-7,635
| -33% | -$362K | 0.11% | 150 |
|
|
2022
Q3 | $1.03M | Buy |
23,250
+11,291
| +94% | +$501K | 0.24% | 77 |
|
|
2022
Q2 | $571K | Buy |
11,959
+4,081
| +52% | +$195K | 0.15% | 128 |
|
|
2022
Q1 | $457K | Sell |
7,878
-6,150
| -44% | -$357K | 0.12% | 161 |
|
|
2021
Q4 | $851K | Buy |
+14,028
| New | +$851K | 0.24% | 69 |
|