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Dogwood Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Dogwood Wealth 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
2024
Q2 		– Sell
-294
Closed -$16.9K – 625
2024
Q1 		$16.9K Hold
294
– – 0.01% 164
2023
Q4 		$16.3K Buy
+294
New +$15.1K 0.01% 154

Other funds holding EMXC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Dogwood Wealth Management's EMXC Position: Q2 2024 in Review

Dogwood Wealth Management sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2024, closing a stake of 294 shares — an estimated $16.9K sold.

Dogwood Wealth Management first reported a position in EMXC in Q4 2023 and held it in 2 quarters. The position peaked at $16.9K in Q1 2024. 817 funds tracked by Wall St. Rank hold EMXC as of Q2 2024.

  • Dogwood Wealth Management reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 294 iShares MSCI Emerging Markets ex China ETF shares in Q2 2024, an estimated $16.9K.
  • Dogwood Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and held it in 2 quarters.
  • Dogwood Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $16.9K in Q1 2024.
  • 817 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2024.

Based on Dogwood Wealth Management's 13F filing for Q2 2024, filed 4 Mar 2025.