AJ Wealth Strategies’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

AJ Wealth Strategies’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
2020 Q3	–	Sell	-5,827	Closed	-$250K	–	226
2020 Q2	$250K	Buy	5,827 +20	+0.3%	+$799	0.03%	173
2020 Q1	$206K	Buy	+5,807	New	+$265K	0.03%	159

Other funds holding EMXC

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CWM

Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SIAS

Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

AJ Wealth Strategies's EMXC Position: Q3 2020 in Review

AJ Wealth Strategies sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2020, closing a stake of 5,827 shares — an estimated $250K sold.

AJ Wealth Strategies first reported a position in EMXC in Q1 2020 and held it in 2 quarters. The position peaked at $250K in Q2 2020. 30 funds tracked by Wall St. Rank hold EMXC as of Q3 2020.

AJ Wealth Strategies reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2020 after selling out during the quarter.
AJ Wealth Strategies sold 5,827 iShares MSCI Emerging Markets ex China ETF shares in Q3 2020, an estimated $250K.
AJ Wealth Strategies first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2020 and held it in 2 quarters.
AJ Wealth Strategies's iShares MSCI Emerging Markets ex China ETF position peaked at $250K in Q2 2020.
30 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2020.

Based on AJ Wealth Strategies's 13F filing for Q3 2020, filed 16 Nov 2020.