9258 Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

9258 Wealth Management’s Portfolio EMXC Stock Details EMXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,481	Closed	-$243K	–	330
2022 Q3	$243K	Sell	5,481 -1,943	-26%	-$94.5K	0.06%	274
2022 Q2	$355K	Sell	7,424 -676	-8%	-$36K	0.09%	217
2022 Q1	$471K	Buy	8,100 +1,481	+22%	+$87.8K	0.11%	198
2021 Q4	$401K	Buy	+6,619	New	+$403K	0.09%	232

Other funds holding EMXC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

9258 Wealth Management's EMXC Position: Q4 2022 in Review

9258 Wealth Management sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2022, closing a stake of 5,481 shares — an estimated $243K sold.

9258 Wealth Management first reported a position in EMXC in Q4 2021 and held it in 4 quarters. The position peaked at $471K in Q1 2022. 316 funds tracked by Wall St. Rank hold EMXC as of Q4 2022.

9258 Wealth Management reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2022 after selling out during the quarter.
9258 Wealth Management sold 5,481 iShares MSCI Emerging Markets ex China ETF shares in Q4 2022, an estimated $243K.
9258 Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and held it in 4 quarters.
9258 Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $471K in Q1 2022.
316 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2022.

Based on 9258 Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.