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

Anchor Pointe 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
2024 Q4	$699K	Buy	+12,586	New	+$739K	0.91%	34

Other funds holding EMXC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RBA

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

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

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

Anchor Pointe Wealth Management's EMXC Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2024: 12,586 shares worth $699K. The stake represents 0.91% of the portfolio and ranks #34 among its holdings.

913 funds tracked by Wall St. Rank hold EMXC as of Q4 2024.

Anchor Pointe Wealth Management held 12,586 shares of iShares MSCI Emerging Markets ex China ETF worth $699K as of Q4 2024.
iShares MSCI Emerging Markets ex China ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
iShares MSCI Emerging Markets ex China ETF made up 0.91% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #34 holding.
913 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.