AWM
EMXC icon

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

Accurate 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
2023
Q1 		– Sell
-375
Closed -$18.7K – 595
2022
Q4 		$18.7K Buy
+375
New +$17.9K 0.01% 700

Other funds holding EMXC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Accurate Wealth Management's EMXC Position: Q1 2023 in Review

Accurate Wealth Management sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q1 2023, closing a stake of 375 shares — an estimated $18.7K sold.

Accurate Wealth Management first reported a position in EMXC in Q4 2022 and held it in 1 quarter. The position peaked at $18.7K in Q4 2022. 349 funds tracked by Wall St. Rank hold EMXC as of Q1 2023.

  • Accurate Wealth Management reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 375 iShares MSCI Emerging Markets ex China ETF shares in Q1 2023, an estimated $18.7K.
  • Accurate Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $18.7K in Q4 2022.
  • 349 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.