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

Aspire 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
Q3 		$632K Buy
10,343
+2,874
+38% +$173K 0.34% 54
2024
Q2 		$442K Buy
7,469
+468
+7% +$26.9K 0.25% 65
2024
Q1 		$403K Buy
+7,001
New +$389K 0.24% 67

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

Aspire Wealth Management's EMXC Position: Q3 2024 in Review

Aspire Wealth Management increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 38% in Q3 2024, buying an estimated $173K and bringing the position to 10,343 shares worth $632K. The position accounts for 0.34% of the portfolio, ranked #54.

Aspire Wealth Management 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.

  • Aspire Wealth Management held 10,343 shares of iShares MSCI Emerging Markets ex China ETF worth $632K as of Q3 2024.
  • Aspire Wealth Management bought 2,874 iShares MSCI Emerging Markets ex China ETF shares in Q3 2024, an estimated $173K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.34% of Aspire Wealth Management's portfolio in Q3 2024, its #54 holding.
  • Aspire Wealth Management 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 Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.