Morling Financial 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 | $348K | Sell |
5,509
-595
| -10% | -$37.6K | 0.11% | 56 |
|
|
2025
Q1 | $336K | Sell |
6,104
-823
| -12% | -$45.3K | 0.12% | 63 |
|
|
2024
Q4 | $384K | Buy |
6,927
+255
| +4% | +$14.1K | 0.13% | 51 |
|
|
2024
Q3 | $408K | Buy |
6,672
+2,078
| +45% | +$127K | 0.16% | 44 |
|
|
2024
Q2 | $272K | Hold |
4,594
| – | – | 0.12% | 50 |
|
|
2024
Q1 | $264K | Hold |
4,594
| – | – | 0.15% | 58 |
|
|
2023
Q4 | $255K | Hold |
4,594
| – | – | 0.21% | 49 |
|
|
2023
Q3 | $229K | Hold |
4,594
| – | – | 0.23% | 48 |
|
|
2023
Q2 | $239K | Hold |
4,594
| – | – | 0.23% | 47 |
|
|
2023
Q1 | $227K | Buy |
+4,594
| New | +$227K | 0.24% | 49 |
|