GYL Financial Synergies’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

GYL Financial Synergies’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	$19.1M	Buy	312,642 +3,642	+1%	+$219K	1.44%	11
2024 Q2	$18.3M	Sell	309,000 -18,962	-6%	-$1.09M	1.41%	12
2024 Q1	$18.9M	Buy	327,962 +7,680	+2%	+$427K	1.48%	11
2023 Q4	$17.7M	Buy	320,282 +15,707	+5%	+$809K	1.47%	9
2023 Q3	$15.2M	Buy	304,575 +8,637	+3%	+$448K	1.47%	10
2023 Q2	$15.4M	Buy	295,938 +77,349	+35%	+$3.92M	1.4%	13
2023 Q1	$10.8M	Buy	+218,589	New	+$10.8M	1.29%	21

Other funds holding EMXC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GYL Financial Synergies's EMXC Position: Q3 2024 in Review

GYL Financial Synergies increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 1.2% in Q3 2024, buying an estimated $219K and bringing the position to 312,642 shares worth $19.1M. The position accounts for 1.44% of the portfolio, ranked #11.

GYL Financial Synergies first reported a position in EMXC in Q1 2023 and has held it in 7 quarters since. 858 funds tracked by Wall St. Rank hold EMXC as of Q3 2024.

GYL Financial Synergies held 312,642 shares of iShares MSCI Emerging Markets ex China ETF worth $19.1M as of Q3 2024.
GYL Financial Synergies bought 3,642 iShares MSCI Emerging Markets ex China ETF shares in Q3 2024, an estimated $219K.
iShares MSCI Emerging Markets ex China ETF made up 1.44% of GYL Financial Synergies's portfolio in Q3 2024, its #11 holding.
GYL Financial Synergies first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2023 and has held it in 7 quarters since.
858 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.