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

GoalVest 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
Q4 		– Sell
-4
Closed -$244 – 395
2024
Q3 		$244 Sell
4
-234
-98% -$14K ﹤0.01% 367
2024
Q2 		$14.1K Sell
238
-541
-69% -$31.2K ﹤0.01% 257
2024
Q1 		$44.8K Hold
779
– – 0.02% 201
2023
Q4 		$43.2K Buy
779
+400
+106% +$20.6K 0.02% 145
2023
Q3 		$18.9K Hold
379
– – 0.01% 225
2023
Q2 		$19.7K Buy
379
+264
+230% +$13.4K 0.01% 203
2023
Q1 		$5.67K Buy
+115
New +$5.68K ﹤0.01% 203

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GoalVest Advisory's EMXC Position: Q4 2024 in Review

GoalVest Advisory sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2024, closing a stake of 4 shares — an estimated $244 sold.

GoalVest Advisory first reported a position in EMXC in Q1 2023 and held it in 7 quarters. The position peaked at $44.8K in Q1 2024. 910 funds tracked by Wall St. Rank hold EMXC as of Q4 2024.

  • GoalVest Advisory reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2024 after selling out during the quarter.
  • GoalVest Advisory sold 4 iShares MSCI Emerging Markets ex China ETF shares in Q4 2024, an estimated $244.
  • GoalVest Advisory first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2023 and held it in 7 quarters.
  • GoalVest Advisory's iShares MSCI Emerging Markets ex China ETF position peaked at $44.8K in Q1 2024.
  • 910 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.