Lifeworks 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 | – | Sell |
-8,306
| Closed | -$458K | – | 318 |
|
2025
Q1 | $458K | Sell |
8,306
-1,640
| -16% | -$90.3K | 0.08% | 190 |
|
2024
Q4 | $552K | Buy |
9,946
+457
| +5% | +$25.3K | 0.1% | 156 |
|
2024
Q3 | $580K | Buy |
9,489
+2,443
| +35% | +$149K | 0.11% | 147 |
|
2024
Q2 | $417K | Buy |
7,046
+1,409
| +25% | +$83.4K | 0.12% | 144 |
|
2024
Q1 | $325K | Buy |
+5,637
| New | +$325K | 0.09% | 166 |
|