Orgel 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 | $1.26M | Sell |
19,904
-282
| -1% | -$17.8K | 0.03% | 47 |
|
|
2025
Q1 | $1.11M | Buy |
20,186
+425
| +2% | +$23.4K | 0.03% | 45 |
|
|
2024
Q4 | $1.1M | Buy |
19,761
+246
| +1% | +$13.6K | 0.03% | 44 |
|
|
2024
Q3 | $1.19M | Sell |
19,515
-39
| -0.2% | -$2.38K | 0.03% | 46 |
|
|
2024
Q2 | $1.16M | Buy |
19,554
+15
| +0.1% | +$888 | 0.03% | 41 |
|
|
2024
Q1 | $1.12M | Buy |
19,539
+42
| +0.2% | +$2.42K | 0.03% | 41 |
|
|
2023
Q4 | $1.08M | Sell |
19,497
-270
| -1% | -$15K | 0.03% | 43 |
|
|
2023
Q3 | $985K | Sell |
19,767
-16,257
| -45% | -$810K | 0.03% | 44 |
|
|
2023
Q2 | $1.87M | Sell |
36,024
-316
| -0.9% | -$16.4K | 0.06% | 35 |
|
|
2023
Q1 | $1.79M | Buy |
+36,340
| New | +$1.79M | 0.06% | 36 |
|
|
2021
Q4 | – | Sell |
-3,354
| Closed | -$203K | – | 63 |
|
|
2021
Q3 | $203K | Sell |
3,354
-506
| -13% | -$30.6K | 0.02% | 60 |
|
|
2021
Q2 | $241K | Hold |
3,860
| – | – | 0.03% | 51 |
|
|
2021
Q1 | $230K | Buy |
+3,860
| New | +$230K | 0.03% | 52 |
|