Trademark Financial Management’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
2024
Q4
Sell
-3,295
Closed -$201K 95
2024
Q3
$201K Sell
3,295
-764
-19% -$46.7K 0.16% 93
2024
Q2
$240K Sell
4,059
-291
-7% -$17.2K 0.2% 77
2024
Q1
$250K Sell
4,350
-10,977
-72% -$632K 0.21% 73
2023
Q4
$849K Buy
+15,327
New +$849K 0.62% 37