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Heritage Wealth Management (Arizona)’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q2 		– Sell
-1,388
Closed -$83K – 909
2021
Q1 		$83K Buy
+1,388
New +$82.5K 0.05% 278

Other funds holding EMXC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EMXC Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2021, closing a stake of 1,388 shares — an estimated $83K sold.

Heritage Wealth Management (Arizona) first reported a position in EMXC in Q1 2021 and held it in 1 quarter. The position peaked at $83K in Q1 2021. 120 funds tracked by Wall St. Rank hold EMXC as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 1,388 iShares MSCI Emerging Markets ex China ETF shares in Q2 2021, an estimated $83K.
  • Heritage Wealth Management (Arizona) first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s iShares MSCI Emerging Markets ex China ETF position peaked at $83K in Q1 2021.
  • 120 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.