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

BerganKDV 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
Q2 		– Sell
-466
Closed -$23K – 926
2023
Q1 		$23K Buy
+466
New +$23K ﹤0.01% 503

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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

BerganKDV Wealth Management's EMXC Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2023, closing a stake of 466 shares — an estimated $23K sold.

BerganKDV Wealth Management first reported a position in EMXC in Q1 2023 and held it in 1 quarter. The position peaked at $23K in Q1 2023. 392 funds tracked by Wall St. Rank hold EMXC as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 466 iShares MSCI Emerging Markets ex China ETF shares in Q2 2023, an estimated $23K.
  • BerganKDV Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $23K in Q1 2023.
  • 392 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.