Strategic Wealth Partners’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 | $1.16M | Buy |
+18,396
| New | +$1.16M | 0.09% | 143 |
|
2024
Q4 | $810K | Buy |
14,163
+865
| +7% | +$49.5K | 0.07% | 164 |
|
2024
Q3 | $813K | Buy |
13,298
+1,176
| +10% | +$71.9K | 0.08% | 160 |
|
2024
Q2 | $718K | Sell |
12,122
-644
| -5% | -$38.1K | 0.07% | 165 |
|
2024
Q1 | $735K | Buy |
12,766
+51
| +0.4% | +$2.94K | 0.08% | 157 |
|
2023
Q4 | $705K | Sell |
12,715
-544
| -4% | -$30.1K | 0.09% | 155 |
|
2023
Q3 | $661K | Sell |
13,259
-808
| -6% | -$40.3K | 0.09% | 177 |
|
2023
Q2 | $731K | Buy |
14,067
+2,447
| +21% | +$127K | 0.09% | 174 |
|
2023
Q1 | $573K | Sell |
11,620
-6,905
| -37% | -$341K | 0.09% | 165 |
|
2022
Q4 | $879K | Sell |
18,525
-94,001
| -84% | -$4.46M | 0.16% | 130 |
|
2022
Q3 | $4.98M | Buy |
112,526
+7,796
| +7% | +$345K | 1.06% | 15 |
|
2022
Q2 | $5M | Buy |
104,730
+7,770
| +8% | +$371K | 1.08% | 17 |
|
2022
Q1 | $5.64M | Buy |
+96,960
| New | +$5.64M | 1.1% | 16 |
|