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BWM
Baystate Wealth Management’s
iShares MSCI Emerging Markets ex China ETF
EMXC
Stock Holding History
Baystate Wealth Management’s Portfolio
EMXC Stock Details
EMXC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
$1M
Buy
18,075
+14,924
+474%
+$769K
0.07%
95
2023
Q3
$157K
Sell
3,151
-62
-2%
-$3.22K
0.01%
214
2023
Q2
$167K
Sell
3,213
-271
-8%
-$13.7K
0.01%
205
2023
Q1
$172K
Buy
3,484
+839
+32%
+$41.4K
0.02%
192
2022
Q4
$126K
Buy
2,645
+46
+2%
+$2.19K
0.01%
229
2022
Q3
$115K
Hold
2,599
–
–
0.01%
220
2022
Q2
$124K
Buy
2,599
+26
+1%
+$1.38K
0.01%
216
2022
Q1
$150K
Sell
2,573
-99
-4%
-$5.87K
0.01%
200
2021
Q4
$162K
Buy
2,672
+65
+2%
+$3.95K
0.01%
196
2021
Q3
$158K
Buy
2,607
+2,035
+356%
+$125K
0.02%
169
2021
Q2
$36K
Buy
572
+115
+25%
+$7.06K
﹤0.01%
311
2021
Q1
$27K
Sell
457
-174
-28%
-$10.3K
﹤0.01%
325
2020
Q4
$36K
Buy
+631
New
+$32.3K
﹤0.01%
284
Other funds holding EMXC
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$1.37T AUM
24.88%
1-Year Est. Return
PCIG
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$2.65B AUM
16.42%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
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
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
MMH
Menora Mivtachim Holdings
Ramat Gan, Israel
$21.1B AUM
40.03%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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