SFA
Source Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $443K | Sell |
7,243
-263
| -4% | -$16.1K | 0.13% | 75 |
|
|
2024
Q2 | $444K | Buy |
7,506
+19
| +0.3% | +$1.13K | 0.14% | 73 |
|
|
2024
Q1 | $431K | Buy |
7,487
+2,001
| +36% | +$115K | 0.13% | 77 |
|
|
2023
Q4 | $304K | Sell |
5,486
-153
| -3% | -$8.48K | 0.09% | 101 |
|
|
2023
Q3 | $281K | Sell |
5,639
-3,303
| -37% | -$165K | 0.09% | 106 |
|
|
2023
Q2 | $465K | Sell |
8,942
-135
| -1% | -$7.02K | 0.15% | 86 |
|
|
2023
Q1 | $448K | Sell |
9,077
-6,595
| -42% | -$325K | 0.15% | 80 |
|
|
2022
Q4 | $744K | Sell |
15,672
-1,712
| -10% | -$81.3K | 0.28% | 62 |
|
|
2022
Q3 | $770K | Sell |
17,384
-693
| -4% | -$30.7K | 0.3% | 59 |
|
|
2022
Q2 | $863K | Sell |
18,077
-457
| -2% | -$21.8K | 0.34% | 55 |
|
|
2022
Q1 | $1.08M | Sell |
18,534
-472
| -2% | -$27.5K | 0.32% | 50 |
|
|
2021
Q4 | $1.15M | Buy |
+19,006
| New | +$1.15M | 0.31% | 53 |
|