Biltmore Family Office’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Biltmore Family Office’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
2024 Q4	–	Sell	-500	Closed	-$30.6K	–	274
2024 Q3	$30.6K	Hold	500	–	–	0.01%	238
2024 Q2	$29.6K	Hold	500	–	–	0.01%	212
2024 Q1	$28.8K	Hold	500	–	–	0.01%	211
2023 Q4	$27.7K	Sell	500 -1,000	-67%	-$51.5K	0.01%	209
2023 Q3	$74.7K	Hold	1,500	–	–	0.02%	193
2023 Q2	$78K	Sell	1,500 -900	-38%	-$45.6K	0.02%	188
2023 Q1	$118K	Sell	2,400 -600	-20%	-$29.6K	0.03%	224
2022 Q4	$142K	Buy	3,000 +500	+20%	+$23.8K	0.03%	213
2022 Q3	$111K	Hold	2,500	–	–	0.03%	171
2022 Q2	$119K	Hold	2,500	–	–	0.03%	171
2022 Q1	$145K	Buy	2,500 +750	+43%	+$44.5K	0.03%	179
2021 Q4	$106K	Buy	+1,750	New	+$106K	0.02%	195

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RBA

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

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

Biltmore Family Office's EMXC Position: Q4 2024 in Review

Biltmore Family Office sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2024, closing a stake of 500 shares — an estimated $30.6K sold.

Biltmore Family Office first reported a position in EMXC in Q4 2021 and held it in 12 quarters. The position peaked at $145K in Q1 2022. 910 funds tracked by Wall St. Rank hold EMXC as of Q4 2024.

Biltmore Family Office reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2024 after selling out during the quarter.
Biltmore Family Office sold 500 iShares MSCI Emerging Markets ex China ETF shares in Q4 2024, an estimated $30.6K.
Biltmore Family Office first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and held it in 12 quarters.
Biltmore Family Office's iShares MSCI Emerging Markets ex China ETF position peaked at $145K in Q1 2022.
910 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2024.

Based on Biltmore Family Office's 13F filing for Q4 2024, filed 12 Feb 2025.