Shelton 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 | $3.59M | Buy |
56,878
+910
| +2% | +$57.5K | 1.73% | 14 |
|
2025
Q1 | $3.08M | Buy |
55,968
+794
| +1% | +$43.7K | 1.68% | 14 |
|
2024
Q4 | $3.06M | Sell |
55,174
-7,653
| -12% | -$424K | 1.58% | 13 |
|
2024
Q3 | $3.84M | Sell |
62,827
-6,273
| -9% | -$383K | 2.09% | 14 |
|
2024
Q2 | $4.09M | Sell |
69,100
-8,993
| -12% | -$532K | 2.32% | 14 |
|
2024
Q1 | $4.5M | Sell |
78,093
-7,594
| -9% | -$437K | 2.83% | 9 |
|
2023
Q4 | $4.75M | Sell |
85,687
-23,785
| -22% | -$1.32M | 3.37% | 8 |
|
2023
Q3 | $5.46M | Buy |
109,472
+11,224
| +11% | +$559K | 4.36% | 9 |
|
2023
Q2 | $5.11M | Buy |
98,248
+7,470
| +8% | +$388K | 3.96% | 9 |
|
2023
Q1 | $4.48M | Buy |
90,778
+67,292
| +287% | +$3.32M | 3.63% | 12 |
|
2022
Q4 | $1.11M | Sell |
23,486
-46,732
| -67% | -$2.22M | 0.88% | 25 |
|
2022
Q3 | $3.11M | Buy |
70,218
+87
| +0.1% | +$3.85K | 2.77% | 11 |
|
2022
Q2 | $3.35M | Buy |
70,131
+6,129
| +10% | +$293K | 2.85% | 11 |
|
2022
Q1 | $3.72M | Buy |
64,002
+9,905
| +18% | +$576K | 2.94% | 10 |
|
2021
Q4 | $3.28M | Buy |
+54,097
| New | +$3.28M | 2.58% | 12 |
|