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Adell Harriman & Carpenter’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Adell Harriman & Carpenter’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
2021
Q3 		– Sell
-1,850
Closed -$115K – 180
2021
Q2 		$115K Buy
+1,850
New +$114K 0.01% 170

Other funds holding EMXC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Adell Harriman & Carpenter's EMXC Position: Q3 2021 in Review

Adell Harriman & Carpenter sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2021, closing a stake of 1,850 shares — an estimated $115K sold.

Adell Harriman & Carpenter first reported a position in EMXC in Q2 2021 and held it in 1 quarter. The position peaked at $115K in Q2 2021. 164 funds tracked by Wall St. Rank hold EMXC as of Q3 2021.

  • Adell Harriman & Carpenter reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2021 after selling out during the quarter.
  • Adell Harriman & Carpenter sold 1,850 iShares MSCI Emerging Markets ex China ETF shares in Q3 2021, an estimated $115K.
  • Adell Harriman & Carpenter first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2021 and held it in 1 quarter.
  • Adell Harriman & Carpenter's iShares MSCI Emerging Markets ex China ETF position peaked at $115K in Q2 2021.
  • 164 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2021.

Based on Adell Harriman & Carpenter's 13F filing for Q3 2021, filed 5 Nov 2021.