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

Invera 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
2025
Q1 		– Sell
-3,501
Closed -$201K – 91
2024
Q4 		$201K Sell
3,501
-122
-3% -$7.16K 0.2% 47
2024
Q3 		$218K Buy
3,623
+177
+5% +$10.6K 0.22% 46
2024
Q2 		$213K Buy
+3,446
New +$198K 0.22% 45

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Invera Wealth Advisors's EMXC Position: Q1 2025 in Review

Invera Wealth Advisors sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q1 2025, closing a stake of 3,501 shares — an estimated $201K sold.

Invera Wealth Advisors first reported a position in EMXC in Q2 2024 and held it in 3 quarters. The position peaked at $218K in Q3 2024. 868 funds tracked by Wall St. Rank hold EMXC as of Q1 2025.

  • Invera Wealth Advisors reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q1 2025 after selling out during the quarter.
  • Invera Wealth Advisors sold 3,501 iShares MSCI Emerging Markets ex China ETF shares in Q1 2025, an estimated $201K.
  • Invera Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and held it in 3 quarters.
  • Invera Wealth Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $218K in Q3 2024.
  • 868 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2025.

Based on Invera Wealth Advisors's 13F filing for Q1 2025, filed 2 May 2025.