Perigon 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 | $5.97M | Sell |
94,574
-75,647
| -44% | -$4.78M | 0.14% | 147 |
|
2025
Q1 | $9.38M | Sell |
170,221
-35,201
| -17% | -$1.94M | 0.24% | 98 |
|
2024
Q4 | $11.5M | Buy |
205,422
+35,912
| +21% | +$2.01M | 0.28% | 78 |
|
2024
Q3 | $10.4M | Buy |
169,510
+42,202
| +33% | +$2.58M | 0.27% | 74 |
|
2024
Q2 | $7.54M | Buy |
127,308
+6,400
| +5% | +$379K | 0.22% | 93 |
|
2024
Q1 | $6.96M | Buy |
120,908
+61,265
| +103% | +$3.53M | 0.21% | 108 |
|
2023
Q4 | $3.3M | Buy |
+59,643
| New | +$3.3M | 0.11% | 167 |
|