KC
EMXC icon

Kades & Cheifetz’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Kades & Cheifetz’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 		$3.19M Buy
57,533
+2,382
+4% +$140K 1.63% 19
2024
Q3 		$3.37M Buy
55,151
+9,359
+20% +$562K 1.93% 15
2024
Q2 		$2.71M Buy
45,792
+13,018
+40% +$750K 1.7% 16
2024
Q1 		$1.89M Buy
+32,774
New +$1.82M 1.21% 24

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

Kades & Cheifetz's EMXC Position: Q4 2024 in Review

Kades & Cheifetz increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 4.3% in Q4 2024, buying an estimated $140K and bringing the position to 57,533 shares worth $3.19M. The position accounts for 1.63% of the portfolio, ranked #19.

Kades & Cheifetz first reported a position in EMXC in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.37M in Q3 2024. 910 funds tracked by Wall St. Rank hold EMXC as of Q4 2024.

  • Kades & Cheifetz held 57,533 shares of iShares MSCI Emerging Markets ex China ETF worth $3.19M as of Q4 2024.
  • Kades & Cheifetz bought 2,382 iShares MSCI Emerging Markets ex China ETF shares in Q4 2024, an estimated $140K.
  • iShares MSCI Emerging Markets ex China ETF made up 1.63% of Kades & Cheifetz's portfolio in Q4 2024, its #19 holding.
  • Kades & Cheifetz first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2024 and has held it in 4 quarters since.
  • Kades & Cheifetz's iShares MSCI Emerging Markets ex China ETF position peaked at $3.37M in Q3 2024.
  • 910 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.