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Avantra Family Wealth’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Avantra Family Wealth’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
2025
Q1 		– Sell
-8,397
Closed -$466K – 156
2024
Q4 		$466K Buy
+8,397
New +$493K 0.44% 84

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Avantra Family Wealth's EMXC Position: Q1 2025 in Review

Avantra Family Wealth sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q1 2025, closing a stake of 8,397 shares — an estimated $466K sold.

Avantra Family Wealth first reported a position in EMXC in Q4 2024 and held it in 1 quarter. The position peaked at $466K in Q4 2024. 868 funds tracked by Wall St. Rank hold EMXC as of Q1 2025.

  • Avantra Family Wealth reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q1 2025 after selling out during the quarter.
  • Avantra Family Wealth sold 8,397 iShares MSCI Emerging Markets ex China ETF shares in Q1 2025, an estimated $466K.
  • Avantra Family Wealth first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2024 and held it in 1 quarter.
  • Avantra Family Wealth's iShares MSCI Emerging Markets ex China ETF position peaked at $466K in Q4 2024.
  • 868 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2025.

Based on Avantra Family Wealth's 13F filing for Q1 2025, filed 22 Apr 2025.