Patriot Financial Group Insurance Agency’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 | – | Sell |
-14,320
| Closed | -$789K | – | 537 |
|
|
2025
Q1 | $789K | Sell |
14,320
-3,148
| -18% | -$173K | 0.11% | 218 |
|
|
2024
Q4 | $969K | Buy |
17,468
+1,373
| +9% | +$76.1K | 0.13% | 182 |
|
|
2024
Q3 | $984K | Buy |
16,095
+5,151
| +47% | +$315K | 0.13% | 186 |
|
|
2024
Q2 | $648K | Buy |
10,944
+2,884
| +36% | +$171K | 0.1% | 232 |
|
|
2024
Q1 | $464K | Buy |
+8,060
| New | +$464K | 0.07% | 280 |
|
|
2022
Q3 | – | Sell |
-444
| Closed | -$21K | – | 853 |
|
|
2022
Q2 | $21K | Buy |
444
+15
| +3% | +$709 | ﹤0.01% | 987 |
|
|
2022
Q1 | $25K | Hold |
429
| – | – | ﹤0.01% | 1003 |
|
|
2021
Q4 | $26K | Buy |
+429
| New | +$26K | ﹤0.01% | 1102 |
|