Vertex Planning 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 | $3.06M | Sell |
48,492
-52,240
| -52% | -$3.3M | 0.64% | 35 |
|
|
2025
Q1 | $5.55M | Buy |
100,732
+25,425
| +34% | +$1.4M | 1.21% | 21 |
|
|
2024
Q4 | $4.18M | Sell |
75,307
-64
| -0.1% | -$3.55K | 0.92% | 26 |
|
|
2024
Q3 | $4.61M | Buy |
75,371
+8,165
| +12% | +$499K | 1.1% | 22 |
|
|
2024
Q2 | $3.98M | Sell |
67,206
-3,053
| -4% | -$181K | 1.03% | 20 |
|
|
2024
Q1 | $4.04M | Buy |
70,259
+9,361
| +15% | +$539K | 1.12% | 16 |
|
|
2023
Q4 | $3.37M | Buy |
60,898
+55,304
| +989% | +$3.06M | 1% | 14 |
|
|
2023
Q3 | $279K | Sell |
5,594
-124
| -2% | -$6.18K | 0.1% | 108 |
|
|
2023
Q2 | $297K | Buy |
5,718
+158
| +3% | +$8.21K | 0.1% | 107 |
|
|
2023
Q1 | $274K | Hold |
5,560
| – | – | 0.1% | 101 |
|
|
2022
Q4 | $264K | Buy |
+5,560
| New | +$264K | 0.1% | 120 |
|