Annapolis Financial Services’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Annapolis Financial Services’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	$51.2K	Hold	838	–	–	0.02%	153
2024 Q2	$49.6K	Hold	838	–	–	0.02%	147
2024 Q1	$48.2K	Hold	838	–	–	0.02%	147
2023 Q4	$46.4K	Sell	838 -150	-15%	-$7.73K	0.01%	203
2023 Q3	$49.2K	Hold	988	–	–	0.01%	190
2023 Q2	$51.4K	Hold	988	–	–	0.01%	183
2023 Q1	$48.7K	Hold	988	–	–	0.01%	174
2022 Q4	$46.9K	Hold	988	–	–	0.02%	171
2022 Q3	$44K	Hold	988	–	–	0.02%	178
2022 Q2	$47K	Hold	988	–	–	0.02%	178
2022 Q1	$57K	Buy	+988	New	+$58.6K	0.02%	178

Other funds holding EMXC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Annapolis Financial Services's EMXC Position: Q3 2024 in Review

Annapolis Financial Services held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q3 2024 at 838 shares worth $51.2K. The position accounts for 0.02% of the portfolio, ranked #153.

Annapolis Financial Services first reported a position in EMXC in Q1 2022 and has held it in 11 quarters since. The position peaked at $57K in Q1 2022. 856 funds tracked by Wall St. Rank hold EMXC as of Q3 2024.

Annapolis Financial Services held 838 shares of iShares MSCI Emerging Markets ex China ETF worth $51.2K as of Q3 2024.
Annapolis Financial Services left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q3 2024.
iShares MSCI Emerging Markets ex China ETF made up 0.02% of Annapolis Financial Services's portfolio in Q3 2024, its #153 holding.
Annapolis Financial Services first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2022 and has held it in 11 quarters since.
Annapolis Financial Services's iShares MSCI Emerging Markets ex China ETF position peaked at $57K in Q1 2022.
856 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.