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Elevate Wealth Advisory’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Elevate Wealth Advisory’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
Q1 		– Sell
-481
Closed -$26.6K – 111
2023
Q4 		$26.6K Buy
+481
New +$24.8K 0.02% 93

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Elevate Wealth Advisory's EMXC Position: Q1 2024 in Review

Elevate Wealth Advisory sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q1 2024, closing a stake of 481 shares — an estimated $26.6K sold.

Elevate Wealth Advisory first reported a position in EMXC in Q4 2023 and held it in 1 quarter. The position peaked at $26.6K in Q4 2023. 755 funds tracked by Wall St. Rank hold EMXC as of Q1 2024.

  • Elevate Wealth Advisory reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q1 2024 after selling out during the quarter.
  • Elevate Wealth Advisory sold 481 iShares MSCI Emerging Markets ex China ETF shares in Q1 2024, an estimated $26.6K.
  • Elevate Wealth Advisory first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and held it in 1 quarter.
  • Elevate Wealth Advisory's iShares MSCI Emerging Markets ex China ETF position peaked at $26.6K in Q4 2023.
  • 755 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2024.

Based on Elevate Wealth Advisory's 13F filing for Q1 2024, filed 2 May 2024.