McKinley Carter Wealth Services’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 | $24.7M | Sell |
391,030
-55,393
| -12% | -$3.5M | 1.37% | 17 |
|
2025
Q1 | $24.6M | Sell |
446,423
-435,717
| -49% | -$24M | 1.51% | 15 |
|
2024
Q4 | $48.9M | Buy |
882,140
+15,352
| +2% | +$851K | 2.99% | 9 |
|
2024
Q3 | $53M | Sell |
866,788
-93,520
| -10% | -$5.72M | 3.2% | 9 |
|
2024
Q2 | $56.9M | Buy |
960,308
+42,594
| +5% | +$2.52M | 3.62% | 6 |
|
2024
Q1 | $52.8M | Buy |
917,714
+82,711
| +10% | +$4.76M | 3.53% | 7 |
|
2023
Q4 | $46.3M | Buy |
835,003
+410,567
| +97% | +$22.7M | 3.39% | 7 |
|
2023
Q3 | $21.1M | Buy |
424,436
+3,670
| +0.9% | +$183K | 1.68% | 14 |
|
2023
Q2 | $21.9M | Buy |
420,766
+13,871
| +3% | +$721K | 1.64% | 14 |
|
2023
Q1 | $20.1M | Buy |
406,895
+29,274
| +8% | +$1.44M | 1.57% | 15 |
|
2022
Q4 | $17.9M | Sell |
377,621
-51,401
| -12% | -$2.44M | 1.52% | 16 |
|
2022
Q3 | $19M | Buy |
429,022
+30,782
| +8% | +$1.36M | 1.77% | 14 |
|
2022
Q2 | $19M | Buy |
398,240
+27,683
| +7% | +$1.32M | 1.68% | 14 |
|
2022
Q1 | $21.6M | Buy |
370,557
+43,452
| +13% | +$2.53M | 1.69% | 16 |
|
2021
Q4 | $19.8M | Buy |
327,105
+47,178
| +17% | +$2.86M | 1.48% | 17 |
|
2021
Q3 | $17M | Buy |
+279,927
| New | +$17M | 1.39% | 16 |
|