GI
EMXC icon

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

Gradient 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
2024
Q3 		– Sell
-8
Closed -$474 – 604
2024
Q2 		$474 Hold
8
– – ﹤0.01% 1192
2024
Q1 		$461 Hold
8
– – ﹤0.01% 1031
2023
Q4 		$443 Buy
+8
New +$412 ﹤0.01% 1623
2023
Q2 		– Sell
-54
Closed -$2.66K – 1797
2023
Q1 		$2.66K Buy
+54
New +$2.67K ﹤0.01% 1073

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gradient Investments's EMXC Position: Q3 2024 in Review

Gradient Investments sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2024, closing a stake of 8 shares — an estimated $474 sold.

Gradient Investments first reported a position in EMXC in Q1 2023 and held it in 4 quarters. The position peaked at $2.66K in Q1 2023. 856 funds tracked by Wall St. Rank hold EMXC as of Q3 2024.

  • Gradient Investments reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 8 iShares MSCI Emerging Markets ex China ETF shares in Q3 2024, an estimated $474.
  • Gradient Investments first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2023 and held it in 4 quarters.
  • Gradient Investments's iShares MSCI Emerging Markets ex China ETF position peaked at $2.66K in Q1 2023.
  • 856 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.