Stonebridge Financial Planning Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$548K	Buy	6,962 +1,657	+31%	+$133K	0.2%	117
2025 Q4	$386K	Sell	5,305 -178	-3%	-$12.6K	0.14%	132
2025 Q3	$370K	Sell	5,483 -100	-2%	-$6.46K	0.14%	133
2025 Q2	$353K	Sell	5,583 -817	-13%	-$47.6K	0.15%	132
2025 Q1	$353K	Sell	6,400 -2,430	-28%	-$136K	0.16%	127
2024 Q4	$490K	Buy	8,830 +1,385	+19%	+$81.3K	0.22%	112
2024 Q3	$455K	Sell	7,445 -295	-4%	-$17.7K	0.22%	109
2024 Q2	$458K	Buy	7,740 +2,365	+44%	+$136K	0.23%	105
2024 Q1	$309K	Buy	+5,375	New	+$299K	0.16%	127
2022 Q1	–	Sell	-700	Closed	-$41K	–	177
2021 Q4	$41K	Buy	+700	New	+$42.6K	0.02%	229