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Greystone Financial Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Greystone Financial Group’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
-11,888
Closed -$704K – 106
2024
Q2 		$704K Buy
11,888
+2,820
+31% +$162K 0.14% 72
2024
Q1 		$522K Buy
9,068
+615
+7% +$34.2K 0.1% 81
2023
Q4 		$468K Buy
8,453
+2,527
+43% +$130K 0.11% 79
2023
Q3 		$295K Buy
+5,926
New +$308K 0.07% 94

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

Greystone Financial Group's EMXC Position: Q3 2024 in Review

Greystone Financial Group sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2024, closing a stake of 11,888 shares — an estimated $704K sold.

Greystone Financial Group first reported a position in EMXC in Q3 2023 and held it in 4 quarters. The position peaked at $704K in Q2 2024. 856 funds tracked by Wall St. Rank hold EMXC as of Q3 2024.

  • Greystone Financial Group reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2024 after selling out during the quarter.
  • Greystone Financial Group sold 11,888 iShares MSCI Emerging Markets ex China ETF shares in Q3 2024, an estimated $704K.
  • Greystone Financial Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2023 and held it in 4 quarters.
  • Greystone Financial Group's iShares MSCI Emerging Markets ex China ETF position peaked at $704K in Q2 2024.
  • 856 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2024.

Based on Greystone Financial Group's 13F filing for Q3 2024, filed 22 Oct 2024.