TFO 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 | $663K | Sell |
10,507
-6,785
| -39% | -$428K | 0.12% | 30 |
|
|
2025
Q1 | $953K | Buy |
17,292
+8,985
| +108% | +$495K | 0.19% | 24 |
|
|
2024
Q4 | $461K | Hold |
8,307
| – | – | 0.22% | 9 |
|
|
2024
Q3 | $508K | Buy |
8,307
+45
| +0.5% | +$2.75K | 0.09% | 27 |
|
|
2024
Q2 | $489K | Hold |
8,262
| – | – | 0.1% | 29 |
|
|
2024
Q1 | $476K | Hold |
8,262
| – | – | 0.09% | 27 |
|
|
2023
Q4 | $458K | Hold |
8,262
| – | – | 0.09% | 28 |
|
|
2023
Q3 | $429K | Hold |
8,262
| – | – | 0.09% | 31 |
|
|
2023
Q2 | $429K | Hold |
8,262
| – | – | 0.09% | 29 |
|
|
2023
Q1 | $408K | Buy |
+8,262
| New | +$408K | 0.09% | 29 |
|
|
2022
Q3 | – | Sell |
-6,381
| Closed | -$305K | – | 244 |
|
|
2022
Q2 | $305K | Buy |
6,381
+1,504
| +31% | +$71.9K | 0.07% | 33 |
|
|
2022
Q1 | $284K | Sell |
4,877
-2,009
| -29% | -$117K | 0.06% | 37 |
|
|
2021
Q4 | $408K | Hold |
6,886
| – | – | 0.08% | 27 |
|
|
2021
Q3 | $418K | Buy |
+6,886
| New | +$418K | 0.08% | 26 |
|