Greenwood Gearhart’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Greenwood Gearhart’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	-239,636	Closed	-$14.6M	–	134
2024 Q3	$14.6M	Buy	239,636 +33,250	+16%	+$2M	1.22%	26
2024 Q2	$12.2M	Buy	206,386 +650	+0.3%	+$37.4K	1.15%	28
2024 Q1	$11.8M	Buy	205,736 +2,656	+1%	+$148K	1.16%	29
2023 Q4	$11.3M	Sell	203,080 -17,208	-8%	-$887K	1.2%	35
2023 Q3	$11M	Buy	220,288 +7,679	+4%	+$399K	1.3%	37
2023 Q2	$11.1M	Buy	212,609 +9,726	+5%	+$493K	1.29%	38
2023 Q1	$10M	Buy	+202,883	New	+$10M	1.27%	37

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Greenwood Gearhart's EMXC Position: Q4 2024 in Review

Greenwood Gearhart sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2024, closing a stake of 239,636 shares — an estimated $14.6M sold.

Greenwood Gearhart first reported a position in EMXC in Q1 2023 and held it in 7 quarters. The position peaked at $14.6M in Q3 2024. 910 funds tracked by Wall St. Rank hold EMXC as of Q4 2024.

Greenwood Gearhart reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2024 after selling out during the quarter.
Greenwood Gearhart sold 239,636 iShares MSCI Emerging Markets ex China ETF shares in Q4 2024, an estimated $14.6M.
Greenwood Gearhart first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2023 and held it in 7 quarters.
Greenwood Gearhart's iShares MSCI Emerging Markets ex China ETF position peaked at $14.6M in Q3 2024.
910 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2024.

Based on Greenwood Gearhart's 13F filing for Q4 2024, filed 13 Feb 2025.