WealthPLAN 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 | – | Sell |
-17,256
| Closed | -$951K | – | 259 |
|
|
2025
Q1 | $951K | Sell |
17,256
-549
| -3% | -$30.2K | 0.13% | 130 |
|
|
2024
Q4 | $987K | Buy |
17,805
+351
| +2% | +$19.5K | 0.14% | 125 |
|
|
2024
Q3 | $1.07M | Buy |
17,454
+5,513
| +46% | +$337K | 0.14% | 122 |
|
|
2024
Q2 | $707K | Sell |
11,941
-41,048
| -77% | -$2.43M | 0.08% | 167 |
|
|
2024
Q1 | $3.05M | Buy |
52,989
+7,971
| +18% | +$459K | 0.32% | 96 |
|
|
2023
Q4 | $2.49M | Buy |
+45,018
| New | +$2.49M | 0.26% | 101 |
|