Financial Sense Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Financial Sense 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 Q2	–	Sell	-5,115	Closed	-$294K	–	122
2024 Q1	$294K	Buy	5,115 +34	+0.7%	+$1.89K	0.1%	97
2023 Q4	$282K	Sell	5,081 -119,802	-96%	-$6.17M	0.1%	93
2023 Q3	$6.22M	Buy	124,883 +21,534	+21%	+$1.12M	2.64%	9
2023 Q2	$5.37M	Buy	103,349 +21,168	+26%	+$1.07M	2.26%	12
2023 Q1	$4.05M	Buy	+82,181	New	+$4.06M	1.79%	11

Other funds holding EMXC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Financial Sense Advisors's EMXC Position: Q2 2024 in Review

Financial Sense Advisors sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2024, closing a stake of 5,115 shares — an estimated $294K sold.

Financial Sense Advisors first reported a position in EMXC in Q1 2023 and held it in 5 quarters. The position peaked at $6.22M in Q3 2023. 818 funds tracked by Wall St. Rank hold EMXC as of Q2 2024.

Financial Sense Advisors reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2024 after selling out during the quarter.
Financial Sense Advisors sold 5,115 iShares MSCI Emerging Markets ex China ETF shares in Q2 2024, an estimated $294K.
Financial Sense Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2023 and held it in 5 quarters.
Financial Sense Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $6.22M in Q3 2023.
818 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2024.

Based on Financial Sense Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.