AIA
EMXC icon

Alera Investment Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$17.1M Buy
280,535
+60,189
+27% +$3.61M 2.01% 13
2024
Q2 		$13M Buy
220,346
+216,357
+5,424% +$12.5M 1.57% 17
2024
Q1 		$230K Buy
+3,989
New +$222K 0.03% 153

Other funds holding EMXC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Alera Investment Advisors's EMXC Position: Q3 2024 in Review

Alera Investment Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 27% in Q3 2024, buying an estimated $3.61M and bringing the position to 280,535 shares worth $17.1M. The position accounts for 2.01% of the portfolio, ranked #13.

Alera Investment Advisors first reported a position in EMXC in Q1 2024 and has held it in 3 quarters since. 856 funds tracked by Wall St. Rank hold EMXC as of Q3 2024.

  • Alera Investment Advisors held 280,535 shares of iShares MSCI Emerging Markets ex China ETF worth $17.1M as of Q3 2024.
  • Alera Investment Advisors bought 60,189 iShares MSCI Emerging Markets ex China ETF shares in Q3 2024, an estimated $3.61M.
  • iShares MSCI Emerging Markets ex China ETF made up 2.01% of Alera Investment Advisors's portfolio in Q3 2024, its #13 holding.
  • Alera Investment Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2024 and has held it in 3 quarters since.
  • 856 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.