Financial Advocates Investment Management’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 | $494K | Sell |
7,826
-7,319
| -48% | -$462K | 0.04% | 358 |
|
2025
Q1 | $834K | Sell |
15,145
-9,136
| -38% | -$503K | 0.06% | 319 |
|
2024
Q4 | $1.35M | Buy |
24,281
+85
| +0.4% | +$4.71K | 0.08% | 231 |
|
2024
Q3 | $1.48M | Buy |
24,196
+3,044
| +14% | +$186K | 0.08% | 224 |
|
2024
Q2 | $1.25M | Buy |
+21,152
| New | +$1.25M | 0.08% | 243 |
|
2024
Q1 | – | Sell |
-12,617
| Closed | -$699K | – | 762 |
|
2023
Q4 | $699K | Buy |
+12,617
| New | +$699K | 0.05% | 359 |
|
2023
Q2 | – | Sell |
-5,750
| Closed | -$284K | – | 706 |
|
2023
Q1 | $284K | Sell |
5,750
-58,068
| -91% | -$2.86M | 0.02% | 563 |
|
2022
Q4 | $3.03M | Sell |
63,818
-26,583
| -29% | -$1.26M | 0.23% | 113 |
|
2022
Q3 | $4M | Sell |
90,401
-10,140
| -10% | -$449K | 0.33% | 77 |
|
2022
Q2 | $4.8M | Sell |
100,541
-803
| -0.8% | -$38.4K | 0.39% | 65 |
|
2022
Q1 | $5.9M | Sell |
101,344
-7,501
| -7% | -$436K | 0.39% | 54 |
|
2021
Q4 | $6.6M | Sell |
108,845
-2,151
| -2% | -$130K | 0.42% | 44 |
|
2021
Q3 | $6.73M | Buy |
110,996
+579
| +0.5% | +$35.1K | 0.45% | 39 |
|
2021
Q2 | $6.89M | Buy |
110,417
+9,615
| +10% | +$600K | 0.46% | 38 |
|
2021
Q1 | $5.99M | Buy |
100,802
+17,166
| +21% | +$1.02M | 0.42% | 45 |
|
2020
Q4 | $4.76M | Buy |
83,636
+3,430
| +4% | +$195K | 0.33% | 69 |
|
2020
Q3 | $3.71M | Buy |
80,206
+5,325
| +7% | +$246K | 0.32% | 69 |
|
2020
Q2 | $3.21M | Buy |
+74,881
| New | +$3.21M | 0.3% | 77 |
|