Forthright Family Wealth Advisory’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 | $4.25M | Sell |
67,339
-5,840
| -8% | -$369K | 2.69% | 12 |
|
|
2025
Q1 | $4.03M | Buy |
73,179
+1,402
| +2% | +$77.2K | 2.66% | 11 |
|
|
2024
Q4 | $3.98M | Buy |
71,777
+26,167
| +57% | +$1.45M | 2.59% | 12 |
|
|
2024
Q3 | $2.67M | Buy |
45,610
+22,180
| +95% | +$1.3M | 1.71% | 16 |
|
|
2024
Q2 | $1.39M | Buy |
23,430
+1,905
| +9% | +$113K | 0.89% | 26 |
|
|
2024
Q1 | $1.24M | Buy |
21,525
+1,216
| +6% | +$70K | 0.83% | 28 |
|
|
2023
Q4 | $1.13M | Buy |
+20,309
| New | +$1.13M | 0.88% | 25 |
|