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

Lantern 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
2024
Q4 		$335K Buy
6,045
+184
+3% +$10.8K 0.22% 93
2024
Q3 		$358K Buy
5,861
+1,669
+40% +$100K 0.25% 84
2024
Q2 		$248K Buy
4,192
+627
+18% +$36.1K 0.18% 104
2024
Q1 		$205K Buy
+3,565
New +$198K 0.14% 123

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

Lantern Wealth Advisors's EMXC Position: Q4 2024 in Review

Lantern Wealth Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 3.1% in Q4 2024, buying an estimated $10.8K and bringing the position to 6,045 shares worth $335K. The position accounts for 0.22% of the portfolio, ranked #93.

Lantern Wealth Advisors first reported a position in EMXC in Q1 2024 and has held it in 4 quarters since. The position peaked at $358K in Q3 2024. 910 funds tracked by Wall St. Rank hold EMXC as of Q4 2024.

  • Lantern Wealth Advisors held 6,045 shares of iShares MSCI Emerging Markets ex China ETF worth $335K as of Q4 2024.
  • Lantern Wealth Advisors bought 184 iShares MSCI Emerging Markets ex China ETF shares in Q4 2024, an estimated $10.8K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.22% of Lantern Wealth Advisors's portfolio in Q4 2024, its #93 holding.
  • Lantern Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2024 and has held it in 4 quarters since.
  • Lantern Wealth Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $358K in Q3 2024.
  • 910 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2024.

Based on Lantern Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.