WCFA
Walkner Condon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,944
| Closed | -$205K | – | 247 |
|
|
2023
Q2 | $205K | Sell |
3,944
-1,653
| -30% | -$85.9K | 0.05% | 232 |
|
|
2023
Q1 | $276K | Sell |
5,597
-870
| -13% | -$42.9K | 0.08% | 186 |
|
|
2022
Q4 | $307K | Hold |
6,467
| – | – | 0.09% | 161 |
|
|
2022
Q3 | $286K | Sell |
6,467
-1,256
| -16% | -$55.5K | 0.09% | 165 |
|
|
2022
Q2 | $369K | Buy |
7,723
+905
| +13% | +$43.2K | 0.12% | 152 |
|
|
2022
Q1 | $397K | Buy |
6,818
+3,298
| +94% | +$192K | 0.11% | 154 |
|
|
2021
Q4 | $213K | Buy |
+3,520
| New | +$213K | 0.14% | 113 |
|