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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Russell Investments Group

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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