Keel Point’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Keel Point’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 Q2	–	Sell	-8,016	Closed	-$461K	–	448
2024 Q1	$461K	Hold	8,016	–	–	0.05%	218
2023 Q4	$444K	Buy	8,016 +10	+0.1%	+$515	0.05%	198
2023 Q3	$399K	Buy	8,006 +827	+12%	+$42.9K	0.05%	191
2023 Q2	$373K	Buy	+7,179	New	+$364K	0.05%	212

Other funds holding EMXC

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

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

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

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

PCIG

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RBA

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

Keel Point's EMXC Position: Q2 2024 in Review

Keel Point sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2024, closing a stake of 8,016 shares — an estimated $461K sold.

Keel Point first reported a position in EMXC in Q2 2023 and held it in 4 quarters. The position peaked at $461K in Q1 2024. 817 funds tracked by Wall St. Rank hold EMXC as of Q2 2024.

Keel Point reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2024 after selling out during the quarter.
Keel Point sold 8,016 iShares MSCI Emerging Markets ex China ETF shares in Q2 2024, an estimated $461K.
Keel Point first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and held it in 4 quarters.
Keel Point's iShares MSCI Emerging Markets ex China ETF position peaked at $461K in Q1 2024.
817 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2024.

Based on Keel Point's 13F filing for Q2 2024, filed 14 Aug 2024.