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

Avaii 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
2023
Q3 		– Sell
-4,027
Closed -$209K – 143
2023
Q2 		$209K Buy
+4,027
New +$204K 0.16% 136

Other funds holding EMXC

PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Avaii Wealth Management's EMXC Position: Q3 2023 in Review

Avaii Wealth Management sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2023, closing a stake of 4,027 shares — an estimated $209K sold.

Avaii Wealth Management first reported a position in EMXC in Q2 2023 and held it in 1 quarter. The position peaked at $209K in Q2 2023. 451 funds tracked by Wall St. Rank hold EMXC as of Q3 2023.

  • Avaii Wealth Management reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2023 after selling out during the quarter.
  • Avaii Wealth Management sold 4,027 iShares MSCI Emerging Markets ex China ETF shares in Q3 2023, an estimated $209K.
  • Avaii Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and held it in 1 quarter.
  • Avaii Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $209K in Q2 2023.
  • 451 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2023.

Based on Avaii Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.