GeoWealth 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 | $724K | Sell |
11,472
-5,962
| -34% | -$376K | 0.03% | 327 |
|
|
2025
Q1 | $960K | Sell |
17,434
-852
| -5% | -$46.9K | 0.04% | 276 |
|
|
2024
Q4 | $1.01M | Sell |
18,286
-1,709
| -9% | -$94.8K | 0.03% | 294 |
|
|
2024
Q3 | $1.22M | Sell |
19,995
-10,115
| -34% | -$618K | 0.04% | 264 |
|
|
2024
Q2 | $1.78M | Buy |
30,110
+12,779
| +74% | +$757K | 0.08% | 175 |
|
|
2024
Q1 | $998K | Buy |
17,331
+4,827
| +39% | +$278K | 0.04% | 293 |
|
|
2023
Q4 | $693K | Sell |
12,504
-872
| -7% | -$48.3K | 0.06% | 268 |
|
|
2023
Q3 | $666K | Buy |
13,376
+1,340
| +11% | +$66.7K | 0.08% | 180 |
|
|
2023
Q2 | $625K | Sell |
12,036
-175
| -1% | -$9.09K | 0.07% | 154 |
|
|
2023
Q1 | $602K | Buy |
12,211
+3,015
| +33% | +$149K | 0.07% | 121 |
|
|
2022
Q4 | $437K | Sell |
9,196
-8,188
| -47% | -$389K | 0.05% | 159 |
|
|
2022
Q3 | $770K | Sell |
17,384
-37,553
| -68% | -$1.66M | 0.08% | 138 |
|
|
2022
Q2 | $2.62M | Sell |
54,937
-13,169
| -19% | -$629K | 0.35% | 65 |
|
|
2022
Q1 | $3.96M | Buy |
68,106
+424
| +0.6% | +$24.7K | 0.35% | 75 |
|
|
2021
Q4 | $4.1M | Buy |
+67,682
| New | +$4.1M | 0.33% | 69 |
|