Beaumont Capital Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Beaumont Capital 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
2025 Q1	–	Sell	-31,124	Closed	-$1.73M	–	62
2024 Q4	$1.73M	Buy	31,124 +1,384	+5%	+$81.3K	1.33%	27
2024 Q3	$1.82M	Sell	29,740 -420	-1%	-$25.2K	1.33%	28
2024 Q2	$1.79M	Sell	30,160 -507	-2%	-$29.2K	1.4%	28
2024 Q1	$1.77M	Sell	30,667 -610	-2%	-$33.9K	1.3%	26
2023 Q4	$1.73M	Sell	31,277 -1,032	-3%	-$53.2K	1.32%	27
2023 Q3	$1.61M	Buy	+32,309	New	+$1.68M	1.16%	21

Other funds holding EMXC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Beaumont Capital Management's EMXC Position: Q1 2025 in Review

Beaumont Capital Management sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q1 2025, closing a stake of 31,124 shares — an estimated $1.73M sold.

Beaumont Capital Management first reported a position in EMXC in Q3 2023 and held it in 6 quarters. The position peaked at $1.82M in Q3 2024. 868 funds tracked by Wall St. Rank hold EMXC as of Q1 2025.

Beaumont Capital Management reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q1 2025 after selling out during the quarter.
Beaumont Capital Management sold 31,124 iShares MSCI Emerging Markets ex China ETF shares in Q1 2025, an estimated $1.73M.
Beaumont Capital Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2023 and held it in 6 quarters.
Beaumont Capital Management's iShares MSCI Emerging Markets ex China ETF position peaked at $1.82M in Q3 2024.
868 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2025.

Based on Beaumont Capital Management's 13F filing for Q1 2025, filed 15 May 2025.