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Brandywine Oak Private Wealth’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Brandywine Oak Private 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
-3,445
Closed -$211K – 236
2024
Q3 		$211K Sell
3,445
-406
-11% -$24.4K 0.02% 230
2024
Q2 		$228K Sell
3,851
-305
-7% -$17.6K 0.02% 214
2024
Q1 		$239K Buy
+4,156
New +$231K 0.02% 217
2022
Q4 		– Sell
-4,688
Closed -$207K – 260
2022
Q3 		$207K Sell
4,688
-5,058
-52% -$246K 0.03% 283
2022
Q2 		$465K Sell
9,746
-420,744
-98% -$22.4M 0.06% 180
2022
Q1 		$25M Sell
430,490
-5,370
-1% -$318K 2.86% 7
2021
Q4 		$26.5M Buy
435,860
+16,507
+4% +$1M 2.89% 6
2021
Q3 		$25.2M Buy
+419,353
New +$25.8M 2.93% 7

Other funds holding EMXC

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return