UCFA
United Capital Financial Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Sell |
6,342
-581,106
| -99% | -$36.7M | ﹤0.01% | 829 |
|
|
2025
Q1 | $32.4M | Sell |
587,448
-96,749
| -14% | -$5.33M | 0.28% | 80 |
|
|
2024
Q4 | $37.9M | Buy |
684,197
+12,939
| +2% | +$717K | 0.32% | 68 |
|
|
2024
Q3 | $41M | Buy |
671,258
+189,485
| +39% | +$11.6M | 0.34% | 65 |
|
|
2024
Q2 | $28.5M | Buy |
481,773
+2,497
| +0.5% | +$148K | 0.25% | 85 |
|
|
2024
Q1 | $27.6M | Buy |
479,276
+289,308
| +152% | +$16.7M | 0.23% | 96 |
|
|
2023
Q4 | $10.5M | Buy |
+189,968
| New | +$10.5M | 0.09% | 183 |
|