Laurel Wealth Planning’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
2024 Q3	–	Sell	-5,461	Closed	-$323K	–	55
2024 Q2	$323K	Sell	5,461 -800	-13%	-$46.1K	0.22%	43
2024 Q1	$360K	Sell	6,261 -1,871	-23%	-$104K	0.24%	43
2023 Q4	$451K	Sell	8,132 -62,153	-88%	-$3.2M	0.32%	41
2023 Q3	$3.5M	Buy	70,285 +11,134	+19%	+$578K	2.73%	14
2023 Q2	$3.08M	Buy	59,151 +7,800	+15%	+$395K	2.2%	17
2023 Q1	$2.53M	Buy	51,351 +15,523	+43%	+$767K	1.68%	28
2022 Q4	$1.7M	Buy	35,828 +8,082	+29%	+$385K	1.1%	31
2022 Q3	$1.23M	Sell	27,746 -1,445	-5%	-$70.3K	0.9%	30
2022 Q2	$1.39M	Buy	29,191 +9,615	+49%	+$512K	0.98%	30
2022 Q1	$1.14M	Buy	19,576 +3,356	+21%	+$199K	0.77%	37
2021 Q4	$983K	Buy	16,220 +3,283	+25%	+$200K	0.74%	35
2021 Q3	$784K	Buy	+12,937	New	+$797K	0.63%	32