Institutional & Family Asset Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Institutional & Family Asset Management’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
2023 Q4	–	Sell	-106	Closed	-$5.28K	–	720
2023 Q3	$5.28K	Buy	106 +37	+54%	+$1.92K	﹤0.01%	453
2023 Q2	$3.59K	Buy	69 +43	+165%	+$2.18K	﹤0.01%	517
2023 Q1	$1.28K	Sell	26 -2,092	-99%	-$103K	﹤0.01%	601
2022 Q4	$101K	Sell	2,118 -159	-7%	-$7.57K	0.02%	173
2022 Q3	$101K	Buy	2,277 +2,092	+1,131%	+$102K	0.02%	168
2022 Q2	$9K	Sell	185 -72	-28%	-$3.83K	﹤0.01%	399
2022 Q1	$15K	Hold	257	–	–	﹤0.01%	389
2021 Q4	$16K	Hold	257	–	–	﹤0.01%	393
2021 Q3	$16K	Hold	257	–	–	﹤0.01%	478
2021 Q2	$16K	Hold	257	–	–	﹤0.01%	508
2021 Q1	$15K	Buy	+257	New	+$15.3K	﹤0.01%	514

Other funds holding EMXC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RBA

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

Institutional & Family Asset Management's EMXC Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2023, closing a stake of 106 shares — an estimated $5.28K sold.

Institutional & Family Asset Management first reported a position in EMXC in Q1 2021 and held it in 11 quarters. The position peaked at $101K in Q3 2022. 655 funds tracked by Wall St. Rank hold EMXC as of Q4 2023.

Institutional & Family Asset Management reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 106 iShares MSCI Emerging Markets ex China ETF shares in Q4 2023, an estimated $5.28K.
Institutional & Family Asset Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2021 and held it in 11 quarters.
Institutional & Family Asset Management's iShares MSCI Emerging Markets ex China ETF position peaked at $101K in Q3 2022.
655 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.