Delos Wealth Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Delos Wealth Advisors’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
2024 Q3	–	Sell	-13	Closed	-$770	–	246
2024 Q2	$770	Hold	13	–	–	﹤0.01%	273
2024 Q1	$749	Hold	13	–	–	﹤0.01%	275
2023 Q4	$721	Hold	13	–	–	﹤0.01%	219
2023 Q3	$667	Hold	13	–	–	﹤0.01%	257
2023 Q2	$676	Hold	13	–	–	﹤0.01%	255
2023 Q1	$642	Hold	13	–	–	﹤0.01%	269
2022 Q4	$617	Hold	13	–	–	﹤0.01%	273
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	231
2022 Q2	$1K	Sell	13 -401	-97%	-$21.3K	﹤0.01%	207
2022 Q1	$24K	Sell	414 -973	-70%	-$57.7K	0.02%	102
2021 Q4	$84K	Buy	1,387 +123	+10%	+$7.48K	0.08%	54
2021 Q3	$77K	Buy	+1,264	New	+$77.9K	0.08%	48

Other funds holding EMXC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Delos Wealth Advisors's EMXC Position: Q3 2024 in Review

Delos Wealth Advisors sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2024, closing a stake of 13 shares — an estimated $770 sold.

Delos Wealth Advisors first reported a position in EMXC in Q3 2021 and held it in 12 quarters. The position peaked at $84K in Q4 2021. 858 funds tracked by Wall St. Rank hold EMXC as of Q3 2024.

Delos Wealth Advisors reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2024 after selling out during the quarter.
Delos Wealth Advisors sold 13 iShares MSCI Emerging Markets ex China ETF shares in Q3 2024, an estimated $770.
Delos Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2021 and held it in 12 quarters.
Delos Wealth Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $84K in Q4 2021.
858 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.