Heartwood Wealth Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $517K | Buy |
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|
2025
Q2 | $458K | Buy |
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|
2025
Q1 | $372K | Buy |
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|
2024
Q4 | $355K | Hold |
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|
2024
Q3 | $391K | Buy |
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|
2024
Q2 | $345K | Hold |
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|
2024
Q1 | $336K | Sell |
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|
2023
Q4 | $442K | Sell |
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|
2023
Q3 | $404K | Buy |
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|
2023
Q2 | $419K | Hold |
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|
2023
Q1 | $398K | Buy |
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|
2022
Q4 | $365K | Buy |
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|
2022
Q3 | $307K | Sell |
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|
2022
Q2 | $395K | Hold |
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|
2022
Q1 | $481K | Buy |
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|
2021
Q4 | $249K | Hold |
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|
2021
Q3 | $250K | Hold |
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|
2021
Q2 | $257K | Buy |
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|
2021
Q1 | $232K | Buy |
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