Cerity Partners OCIO’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Cerity Partners OCIO’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
2022 Q4	$384K	Buy	8,093 +144	+2%	+$6.86K	0.01%	341
2022 Q3	$352K	Buy	+7,949	New	+$387K	0.01%	349
2022 Q2	–	Sell	-4,802	Closed	-$279K	–	428
2022 Q1	$279K	Buy	+4,802	New	+$285K	0.01%	366

Other funds holding EMXC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RBA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Cerity Partners OCIO's EMXC Position: Q4 2022 in Review

Cerity Partners OCIO increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 1.8% in Q4 2022, buying an estimated $6.86K and bringing the position to 8,093 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #341.

Cerity Partners OCIO first reported a position in EMXC in Q1 2022 and has held it in 3 quarters since. 316 funds tracked by Wall St. Rank hold EMXC as of Q4 2022.

Cerity Partners OCIO held 8,093 shares of iShares MSCI Emerging Markets ex China ETF worth $384K as of Q4 2022.
Cerity Partners OCIO bought 144 iShares MSCI Emerging Markets ex China ETF shares in Q4 2022, an estimated $6.86K.
iShares MSCI Emerging Markets ex China ETF made up 0.01% of Cerity Partners OCIO's portfolio in Q4 2022, its #341 holding.
Cerity Partners OCIO first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2022 and has held it in 3 quarters since.
316 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.