MWM
Marietta Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.24M | Hold |
19,563
| – | – | 0.16% | 85 |
|
2025
Q1 | $1.08M | Sell |
19,563
-10,336
| -35% | -$569K | 0.16% | 84 |
|
2024
Q4 | $1.66M | Sell |
29,899
-289,701
| -91% | -$16.1M | 0.24% | 81 |
|
2024
Q3 | $19.5M | Buy |
319,600
+6,435
| +2% | +$393K | 2.84% | 6 |
|
2024
Q2 | $18.5M | Buy |
313,165
+18,367
| +6% | +$1.09M | 2.89% | 5 |
|
2024
Q1 | $17M | Buy |
294,798
+10,751
| +4% | +$619K | 2.8% | 7 |
|
2023
Q4 | $15.7M | Buy |
284,047
+5,592
| +2% | +$310K | 2.8% | 6 |
|
2023
Q3 | $13.9M | Buy |
278,455
+58,673
| +27% | +$2.92M | 2.76% | 6 |
|
2023
Q2 | $11.4M | Buy |
219,782
+12,631
| +6% | +$657K | 2.15% | 7 |
|
2023
Q1 | $10.2M | Buy |
207,151
+47,654
| +30% | +$2.35M | 2.17% | 7 |
|
2022
Q4 | $7.57M | Buy |
+159,497
| New | +$7.57M | 1.71% | 10 |
|