MGWM
Marks Group 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 | – | Sell |
-73,521
| Closed | -$4.05M | – | 302 |
|
|
2025
Q1 | $4.05M | Sell |
73,521
-7,092
| -9% | -$391K | 0.39% | 85 |
|
|
2024
Q4 | $4.47M | Buy |
80,613
+2,796
| +4% | +$155K | 0.44% | 84 |
|
|
2024
Q3 | $4.76M | Buy |
77,817
+17,738
| +30% | +$1.08M | 0.45% | 84 |
|
|
2024
Q2 | $3.56M | Buy |
60,079
+29,355
| +96% | +$1.74M | 0.37% | 85 |
|
|
2024
Q1 | $1.77M | Buy |
30,724
+1,248
| +4% | +$71.8K | 0.18% | 132 |
|
|
2023
Q4 | $1.63M | Buy |
+29,476
| New | +$1.63M | 0.19% | 136 |
|