Modera Wealth Management’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 | $598K | Sell |
9,468
-200
| -2% | -$12.6K | 0.01% | 414 |
|
|
2025
Q1 | $533K | Sell |
9,668
-63
| -0.6% | -$3.47K | 0.01% | 417 |
|
|
2024
Q4 | $540K | Buy |
9,731
+1,037
| +12% | +$57.5K | 0.01% | 422 |
|
|
2024
Q3 | $531K | Sell |
8,694
-93
| -1% | -$5.68K | 0.01% | 399 |
|
|
2024
Q2 | $520K | Buy |
8,787
+4,236
| +93% | +$251K | 0.01% | 387 |
|
|
2024
Q1 | $262K | Buy |
+4,551
| New | +$262K | ﹤0.01% | 503 |
|
|
2022
Q2 | – | Sell |
-3,690
| Closed | -$215K | – | 346 |
|
|
2022
Q1 | $215K | Hold |
3,690
| – | – | 0.01% | 335 |
|
|
2021
Q4 | $224K | Hold |
3,690
| – | – | 0.01% | 523 |
|
|
2021
Q3 | $224K | Buy |
3,690
+190
| +5% | +$11.5K | 0.01% | 244 |
|
|
2021
Q2 | $218K | Buy |
+3,500
| New | +$218K | 0.01% | 227 |
|