BDO Wealth Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

BDO Wealth Advisors’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 Q2	$14.2M	Buy	272,260 +2,773	+1%	+$141K	1.62%	14
2023 Q1	$13.3M	Buy	269,487 +4,315	+2%	+$213K	1.63%	15
2022 Q4	$12.6M	Buy	265,172 +8,244	+3%	+$393K	1.56%	15
2022 Q3	$11.4M	Buy	+256,928	New	+$12.5M	1.51%	15

Other funds holding EMXC

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

BDO Wealth Advisors's EMXC Position: Q2 2023 in Review

BDO Wealth Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 1% in Q2 2023, buying an estimated $141K and bringing the position to 272,260 shares worth $14.2M. The position accounts for 1.62% of the portfolio, ranked #14.

BDO Wealth Advisors first reported a position in EMXC in Q3 2022 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold EMXC as of Q2 2023.

BDO Wealth Advisors held 272,260 shares of iShares MSCI Emerging Markets ex China ETF worth $14.2M as of Q2 2023.
BDO Wealth Advisors bought 2,773 iShares MSCI Emerging Markets ex China ETF shares in Q2 2023, an estimated $141K.
iShares MSCI Emerging Markets ex China ETF made up 1.62% of BDO Wealth Advisors's portfolio in Q2 2023, its #14 holding.
BDO Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2022 and has held it in 4 quarters since.
392 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.