Stonebridge Financial Planning Group’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 | $353K | Sell |
5,583
-817
| -13% | -$51.6K | 0.15% | 132 |
|
|
2025
Q1 | $353K | Sell |
6,400
-2,430
| -28% | -$134K | 0.16% | 127 |
|
|
2024
Q4 | $490K | Buy |
8,830
+1,385
| +19% | +$76.8K | 0.22% | 112 |
|
|
2024
Q3 | $455K | Sell |
7,445
-295
| -4% | -$18K | 0.22% | 109 |
|
|
2024
Q2 | $458K | Buy |
7,740
+2,365
| +44% | +$140K | 0.23% | 105 |
|
|
2024
Q1 | $309K | Buy |
+5,375
| New | +$309K | 0.16% | 127 |
|
|
2022
Q1 | – | Sell |
-700
| Closed | -$41K | – | 177 |
|
|
2021
Q4 | $41K | Buy |
+700
| New | +$41K | 0.02% | 229 |
|