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

Buckingham Strategic 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
Q2 		$4.14M Sell
69,931
-3,005
-4% -$173K 0.04% 162
2024
Q1 		$4.2M Buy
72,936
+1,100
+2% +$61.2K 0.04% 163
2023
Q4 		$3.98M Buy
71,836
+9,393
+15% +$484K 0.05% 156
2023
Q3 		$3.11M Sell
62,443
-5,779
-8% -$300K 0.04% 170
2023
Q2 		$3.55M Buy
68,222
+5,218
+8% +$264K 0.05% 159
2023
Q1 		$2.99M Hold
63,004
– – 0.05% 148
2022
Q4 		$2.99M Buy
63,004
+16,661
+36% +$794K 0.05% 148
2022
Q3 		$2.05M Buy
46,343
+225
+0.5% +$10.9K 0.04% 169
2022
Q2 		$2.2M Buy
46,118
+2,404
+5% +$128K 0.04% 165
2022
Q1 		$2.54M Sell
43,714
-6,243
-12% -$370K 0.05% 153
2021
Q4 		$3.03M Sell
49,957
-3,764
-7% -$229K 0.06% 144
2021
Q3 		$3.26M Buy
53,721
+22,474
+72% +$1.39M 0.07% 137
2021
Q2 		$1.95M Buy
31,247
+9,107
+41% +$559K 0.05% 175
2021
Q1 		$1.32M Buy
22,140
+9,917
+81% +$589K 0.06% 205
2020
Q4 		$695K Buy
12,223
+1
+0% +$51 0.04% 264
2020
Q3 		$566K Buy
+12,222
New +$565K 0.04% 244

Other funds holding EMXC

Envestnet Asset Management
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Buckingham Strategic Wealth's EMXC Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 4.1% in Q2 2024, selling an estimated $173K and leaving 69,931 shares worth $4.14M. The position accounts for 0.04% of the portfolio, ranked #162.

Buckingham Strategic Wealth first reported a position in EMXC in Q3 2020 and has held it in 16 quarters since. The position peaked at $4.2M in Q1 2024. 817 funds tracked by Wall St. Rank hold EMXC as of Q2 2024.

  • Buckingham Strategic Wealth held 69,931 shares of iShares MSCI Emerging Markets ex China ETF worth $4.14M as of Q2 2024.
  • Buckingham Strategic Wealth sold 3,005 iShares MSCI Emerging Markets ex China ETF shares in Q2 2024, an estimated $173K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.04% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #162 holding.
  • Buckingham Strategic Wealth first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2020 and has held it in 16 quarters since.
  • Buckingham Strategic Wealth's iShares MSCI Emerging Markets ex China ETF position peaked at $4.2M in Q1 2024.
  • 817 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.