Root Financial Partners’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 |
-5,685
| Closed | -$313K | – | 258 |
|
|
2025
Q1 | $313K | Buy |
5,685
+274
| +5% | +$15.1K | 0.03% | 150 |
|
|
2024
Q4 | $300K | Sell |
5,411
-1,885
| -26% | -$105K | 0.04% | 156 |
|
|
2024
Q3 | $446K | Sell |
7,296
-2,402
| -25% | -$147K | 0.07% | 101 |
|
|
2024
Q2 | $574K | Buy |
9,698
+1,105
| +13% | +$65.4K | 0.13% | 63 |
|
|
2024
Q1 | $495K | Buy |
8,593
+2,134
| +33% | +$123K | 0.15% | 56 |
|
|
2023
Q4 | $358K | Buy |
6,459
+1,170
| +22% | +$64.8K | 0.13% | 59 |
|
|
2023
Q3 | $264K | Buy |
5,289
+136
| +3% | +$6.78K | 0.14% | 57 |
|
|
2023
Q2 | $268K | Sell |
5,153
-68
| -1% | -$3.54K | 0.16% | 55 |
|
|
2023
Q1 | $258K | Buy |
+5,221
| New | +$258K | 0.18% | 57 |
|