Keudell/Morrison Wealth 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 | $576K | Hold |
9,125
| – | – | 0.13% | 109 |
|
|
2025
Q1 | $503K | Buy |
9,125
+400
| +5% | +$22K | 0.12% | 110 |
|
|
2024
Q4 | $484K | Sell |
8,725
-3,585
| -29% | -$199K | 0.13% | 110 |
|
|
2024
Q3 | $752K | Hold |
12,310
| – | – | 0.2% | 86 |
|
|
2024
Q2 | $729K | Buy |
12,310
+1,800
| +17% | +$107K | 0.21% | 86 |
|
|
2024
Q1 | $605K | Buy |
10,510
+150
| +1% | +$8.64K | 0.18% | 96 |
|
|
2023
Q4 | $574K | Hold |
10,360
| – | – | 0.19% | 95 |
|
|
2023
Q3 | $516K | Sell |
10,360
-1,065
| -9% | -$53.1K | 0.16% | 96 |
|
|
2023
Q2 | $594K | Sell |
11,425
-80
| -0.7% | -$4.16K | 0.17% | 91 |
|
|
2023
Q1 | $568K | Sell |
11,505
-280
| -2% | -$13.8K | 0.17% | 93 |
|
|
2022
Q4 | $559K | Sell |
11,785
-7,683
| -39% | -$365K | 0.18% | 89 |
|
|
2022
Q3 | $862K | Sell |
19,468
-1,702
| -8% | -$75.4K | 0.32% | 60 |
|
|
2022
Q2 | $1.01M | Sell |
21,170
-3,505
| -14% | -$167K | 0.37% | 60 |
|
|
2022
Q1 | $1.44M | Buy |
24,675
+1,262
| +5% | +$73.4K | 0.6% | 43 |
|
|
2021
Q4 | $1.42M | Buy |
+23,413
| New | +$1.42M | 0.56% | 43 |
|