Steward Partners Investment Advisory’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 | $1.19M | Sell |
18,921
-78,632
| -81% | -$4.96M | 0.01% | 918 |
|
2025
Q1 | $5.37M | Sell |
97,553
-28,916
| -23% | -$1.59M | 0.05% | 375 |
|
2024
Q4 | $7.01M | Buy |
126,469
+15,864
| +14% | +$880K | 0.06% | 302 |
|
2024
Q3 | $6.76M | Buy |
110,605
+28,094
| +34% | +$1.72M | 0.06% | 298 |
|
2024
Q2 | $4.88M | Buy |
82,511
+14,889
| +22% | +$881K | 0.05% | 341 |
|
2024
Q1 | $3.89M | Buy |
67,622
+35,053
| +108% | +$2.02M | 0.04% | 396 |
|
2023
Q4 | $1.8M | Buy |
+32,569
| New | +$1.8M | 0.02% | 530 |
|
2021
Q2 | – | Sell |
-250
| Closed | -$14.9K | – | 7171 |
|
2021
Q1 | $14.9K | Buy |
+250
| New | +$14.9K | ﹤0.01% | 2602 |
|