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Heritage Oak Wealth Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Heritage Oak Wealth Advisors’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
-61,946
Closed -$3.79M – 95
2024
Q3 		$3.79M Buy
+61,946
New +$3.72M 1.74% 16

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

Heritage Oak Wealth Advisors's EMXC Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2024, closing a stake of 61,946 shares — an estimated $3.79M sold.

Heritage Oak Wealth Advisors first reported a position in EMXC in Q3 2024 and held it in 1 quarter. The position peaked at $3.79M in Q3 2024. 910 funds tracked by Wall St. Rank hold EMXC as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 61,946 iShares MSCI Emerging Markets ex China ETF shares in Q4 2024, an estimated $3.79M.
  • Heritage Oak Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $3.79M in Q3 2024.
  • 910 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.