Disciplined Investments’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Disciplined Investments’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 Q2	–	Sell	-568	Closed	-$28K	–	1701
2023 Q1	$28K	Hold	568	–	–	0.01%	276
2022 Q4	$27K	Buy	+568	New	+$27.1K	0.01%	260
2022 Q1	–	Sell	-29	Closed	-$2K	–	1411
2021 Q4	$2K	Buy	+29	New	+$1.76K	﹤0.01%	442

Other funds holding EMXC

PCIG

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $162B AUM 16.35% 1-Year Est. Return

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

Disciplined Investments's EMXC Position: Q2 2023 in Review

Disciplined Investments sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2023, closing a stake of 568 shares — an estimated $28K sold.

Disciplined Investments first reported a position in EMXC in Q4 2021 and held it in 3 quarters. The position peaked at $28K in Q1 2023. 392 funds tracked by Wall St. Rank hold EMXC as of Q2 2023.

Disciplined Investments reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2023 after selling out during the quarter.
Disciplined Investments sold 568 iShares MSCI Emerging Markets ex China ETF shares in Q2 2023, an estimated $28K.
Disciplined Investments first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and held it in 3 quarters.
Disciplined Investments's iShares MSCI Emerging Markets ex China ETF position peaked at $28K in Q1 2023.
392 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2023.

Based on Disciplined Investments's 13F filing for Q2 2023, filed 10 Jul 2023.