OLIO Financial Planning’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 | $818K | Hold |
12,959
| – | – | 0.26% | 23 |
|
|
2025
Q1 | $714K | Buy |
12,959
+193
| +2% | +$10.6K | 0.25% | 26 |
|
|
2024
Q4 | $708K | Buy |
12,766
+3,074
| +32% | +$170K | 0.25% | 28 |
|
|
2024
Q3 | $538K | Hold |
9,692
| – | – | 0.23% | 34 |
|
|
2024
Q2 | $538K | Hold |
9,692
| – | – | 0.23% | 34 |
|
|
2024
Q1 | $538K | Hold |
9,692
| – | – | 0.23% | 34 |
|
|
2023
Q4 | $538K | Buy |
9,692
+2,450
| +34% | +$136K | 0.23% | 34 |
|
|
2023
Q3 | $361K | Sell |
7,242
-1,029
| -12% | -$51.3K | 0.17% | 38 |
|
|
2023
Q2 | $430K | Hold |
8,271
| – | – | 0.2% | 32 |
|
|
2023
Q1 | $408K | Buy |
8,271
+430
| +5% | +$21.2K | 0.21% | 29 |
|
|
2022
Q4 | $372K | Hold |
7,841
| – | – | 0.2% | 33 |
|
|
2022
Q3 | $347K | Buy |
7,841
+952
| +14% | +$42.1K | 0.21% | 33 |
|
|
2022
Q2 | $329K | Buy |
6,889
+1,811
| +36% | +$86.5K | 0.18% | 36 |
|
|
2022
Q1 | $295K | Buy |
+5,078
| New | +$295K | 0.17% | 39 |
|