Peak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,943
| Closed | -$630K | – | 76 |
|
|
2024
Q1 | $630K | Sell |
10,943
-68
| -0.6% | -$3.92K | 0.38% | 42 |
|
|
2023
Q4 | $610K | Buy |
11,011
+182
| +2% | +$10.1K | 0.41% | 43 |
|
|
2023
Q3 | $540K | Sell |
10,829
-70,841
| -87% | -$3.53M | 0.58% | 21 |
|
|
2023
Q2 | $4.25M | Buy |
81,670
+48,764
| +148% | +$2.53M | 3.33% | 10 |
|
|
2023
Q1 | $1.62M | Buy |
+32,906
| New | +$1.62M | 1.37% | 26 |
|