DLCIG
EMXC icon

D.L. Carlson Investment Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

D.L. Carlson Investment Group’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
-14,401
Closed -$684K – 137
2022
Q4 		$684K Buy
14,401
+8,359
+138% +$398K 0.15% 87
2022
Q3 		$268K Buy
+6,042
New +$294K 0.06% 112

Other funds holding EMXC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

D.L. Carlson Investment Group's EMXC Position: Q1 2023 in Review

D.L. Carlson Investment Group sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q1 2023, closing a stake of 14,401 shares — an estimated $684K sold.

D.L. Carlson Investment Group first reported a position in EMXC in Q3 2022 and held it in 2 quarters. The position peaked at $684K in Q4 2022. 349 funds tracked by Wall St. Rank hold EMXC as of Q1 2023.

  • D.L. Carlson Investment Group reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q1 2023 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 14,401 iShares MSCI Emerging Markets ex China ETF shares in Q1 2023, an estimated $684K.
  • D.L. Carlson Investment Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2022 and held it in 2 quarters.
  • D.L. Carlson Investment Group's iShares MSCI Emerging Markets ex China ETF position peaked at $684K in Q4 2022.
  • 349 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2023.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2023, filed 17 May 2023.