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Calton & Associates’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Calton & Associates’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
2021
Q4 		– Sell
-32,217
Closed -$1.95M – 374
2021
Q3 		$1.95M Buy
+32,217
New +$1.99M 0.43% 59

Other funds holding EMXC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Calton & Associates's EMXC Position: Q4 2021 in Review

Calton & Associates sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2021, closing a stake of 32,217 shares — an estimated $1.95M sold.

Calton & Associates first reported a position in EMXC in Q3 2021 and held it in 1 quarter. The position peaked at $1.95M in Q3 2021. 241 funds tracked by Wall St. Rank hold EMXC as of Q4 2021.

  • Calton & Associates reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2021 after selling out during the quarter.
  • Calton & Associates sold 32,217 iShares MSCI Emerging Markets ex China ETF shares in Q4 2021, an estimated $1.95M.
  • Calton & Associates first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2021 and held it in 1 quarter.
  • Calton & Associates's iShares MSCI Emerging Markets ex China ETF position peaked at $1.95M in Q3 2021.
  • 241 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2021.

Based on Calton & Associates's 13F filing for Q4 2021, filed 13 Jan 2022.