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

Bison Wealth’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	-5,499	Closed	-$336K	–	349
2024 Q3	$336K	Sell	5,499 -183	-3%	-$11K	0.05%	305
2024 Q2	$327K	Hold	5,682	–	–	0.05%	318
2024 Q1	$327K	Sell	5,682 -471	-8%	-$26.2K	0.05%	318
2023 Q4	$341K	Buy	6,153 +348	+6%	+$17.9K	0.06%	293
2023 Q3	$289K	Hold	5,805	–	–	0.06%	310
2023 Q2	$302K	Sell	5,805 -4	-0.1%	-$203	0.06%	286
2023 Q1	$290K	Hold	5,809	–	–	0.09%	203
2022 Q4	$296K	Buy	+5,809	New	+$277K	0.09%	207

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 $1.88B AUM 29.07% 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

Bison Wealth's EMXC Position: Q4 2024 in Review

Bison Wealth sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2024, closing a stake of 5,499 shares — an estimated $336K sold.

Bison Wealth first reported a position in EMXC in Q4 2022 and held it in 8 quarters. The position peaked at $341K in Q4 2023. 910 funds tracked by Wall St. Rank hold EMXC as of Q4 2024.

Bison Wealth reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2024 after selling out during the quarter.
Bison Wealth sold 5,499 iShares MSCI Emerging Markets ex China ETF shares in Q4 2024, an estimated $336K.
Bison Wealth first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2022 and held it in 8 quarters.
Bison Wealth's iShares MSCI Emerging Markets ex China ETF position peaked at $341K in Q4 2023.
910 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.