SAG
SageView Advisory Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54M | Buy |
71,720
+5,391
| +8% | +$341K | 0.17% | 70 |
|
|
2025
Q1 | $3.65M | Buy |
66,329
+9,847
| +17% | +$542K | 0.16% | 73 |
|
|
2024
Q4 | $3.13M | Buy |
56,482
+51,306
| +991% | +$2.84M | 0.13% | 85 |
|
|
2024
Q3 | $316K | Sell |
5,176
-1,399
| -21% | -$85.5K | 0.02% | 379 |
|
|
2024
Q2 | $389K | Buy |
+6,575
| New | +$389K | 0.02% | 380 |
|
|
2024
Q1 | – | Sell |
-4,429
| Closed | -$241K | – | 583 |
|
|
2023
Q4 | $241K | Buy |
+4,429
| New | +$241K | 0.01% | 576 |
|
|
2023
Q3 | – | Sell |
-17,914
| Closed | -$931K | – | 528 |
|
|
2023
Q2 | $931K | Buy |
+17,914
| New | +$931K | 0.05% | 238 |
|