LifePlan Investment Advisors’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 | $264K | Sell |
4,174
-12,187
| -74% | -$769K | 0.13% | 95 |
|
|
2025
Q1 | $901K | Sell |
16,361
-1,175
| -7% | -$64.7K | 0.52% | 51 |
|
|
2024
Q4 | $972K | Buy |
17,536
+5,016
| +40% | +$278K | 0.6% | 44 |
|
|
2024
Q3 | $765K | Buy |
12,520
+2,867
| +30% | +$175K | 0.49% | 47 |
|
|
2024
Q2 | $571K | Buy |
9,653
+713
| +8% | +$42.2K | 0.41% | 51 |
|
|
2024
Q1 | $515K | Buy |
+8,940
| New | +$515K | 0.41% | 50 |
|