JP Morgan Private Wealth Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

JP Morgan Private 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
2023 Q3	$2.3M	Buy	46,182 +9,284	+25%	+$482K	0.01%	692
2023 Q2	$1.92M	Buy	36,898 +12,931	+54%	+$655K	0.01%	576
2023 Q1	$1.18M	Buy	23,967 +4,702	+24%	+$232K	﹤0.01%	1097
2022 Q4	$915K	Buy	19,265 +4,146	+27%	+$198K	﹤0.01%	1184
2022 Q3	$669K	Sell	15,119 -243	-2%	-$11.8K	﹤0.01%	1333
2022 Q2	$734K	Buy	15,362 +2,016	+15%	+$107K	﹤0.01%	1288
2022 Q1	$776K	Buy	13,346 +852	+7%	+$50.5K	﹤0.01%	1327
2021 Q4	$758K	Buy	12,494 +1,524	+14%	+$92.7K	﹤0.01%	1380
2021 Q3	$665K	Sell	10,970 -1,469	-12%	-$90.5K	﹤0.01%	1394
2021 Q2	$776K	Buy	12,439 +1,553	+14%	+$95.3K	﹤0.01%	1311
2021 Q1	$647K	Buy	+10,886	New	+$647K	﹤0.01%	1222

Other funds holding EMXC

PCIG

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

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

RBA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EMXC Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 25% in Q3 2023, buying an estimated $482K and bringing the position to 46,182 shares worth $2.3M. The position accounts for 0.01% of the portfolio, ranked #692.

JP Morgan Private Wealth Advisors first reported a position in EMXC in Q1 2021 and has held it in 11 quarters since. 451 funds tracked by Wall St. Rank hold EMXC as of Q3 2023.

JP Morgan Private Wealth Advisors held 46,182 shares of iShares MSCI Emerging Markets ex China ETF worth $2.3M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 9,284 iShares MSCI Emerging Markets ex China ETF shares in Q3 2023, an estimated $482K.
iShares MSCI Emerging Markets ex China ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #692 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2021 and has held it in 11 quarters since.
451 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.