Crestone Asset Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Crestone Asset Management’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
2023 Q1	–	Sell	-41,000	Closed	-$1.95M	–	80
2022 Q4	$1.95M	Hold	41,000	–	–	0.41%	33
2022 Q3	$1.81M	Hold	41,000	–	–	0.46%	33
2022 Q2	$1.96M	Sell	41,000 -14,000	-25%	-$745K	0.46%	34
2022 Q1	$3.2M	Hold	55,000	–	–	0.67%	29
2021 Q4	$3.33M	Hold	55,000	–	–	0.67%	28
2021 Q3	$3.33M	Hold	55,000	–	–	0.73%	26
2021 Q2	$3.43M	Buy	+55,000	New	+$3.38M	0.73%	26

Other funds holding EMXC

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

PCIG

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

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

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

RBA

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

Crestone Asset Management's EMXC Position: Q1 2023 in Review

Crestone Asset Management sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q1 2023, closing a stake of 41,000 shares — an estimated $1.95M sold.

Crestone Asset Management first reported a position in EMXC in Q2 2021 and held it in 7 quarters. The position peaked at $3.43M in Q2 2021. 349 funds tracked by Wall St. Rank hold EMXC as of Q1 2023.

Crestone Asset Management reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q1 2023 after selling out during the quarter.
Crestone Asset Management sold 41,000 iShares MSCI Emerging Markets ex China ETF shares in Q1 2023, an estimated $1.95M.
Crestone Asset Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2021 and held it in 7 quarters.
Crestone Asset Management's iShares MSCI Emerging Markets ex China ETF position peaked at $3.43M in Q2 2021.
349 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2023.

Based on Crestone Asset Management's 13F filing for Q1 2023, filed 2 May 2023.