Laurel Wealth Planning’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Laurel Wealth Planning’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 Q3	–	Sell	-5,461	Closed	-$323K	–	55
2024 Q2	$323K	Sell	5,461 -800	-13%	-$46.1K	0.22%	43
2024 Q1	$360K	Sell	6,261 -1,871	-23%	-$104K	0.24%	43
2023 Q4	$451K	Sell	8,132 -62,153	-88%	-$3.2M	0.32%	41
2023 Q3	$3.5M	Buy	70,285 +11,134	+19%	+$578K	2.73%	14
2023 Q2	$3.08M	Buy	59,151 +7,800	+15%	+$395K	2.2%	17
2023 Q1	$2.53M	Buy	51,351 +15,523	+43%	+$767K	1.68%	28
2022 Q4	$1.7M	Buy	35,828 +8,082	+29%	+$385K	1.1%	31
2022 Q3	$1.23M	Sell	27,746 -1,445	-5%	-$70.3K	0.9%	30
2022 Q2	$1.39M	Buy	29,191 +9,615	+49%	+$512K	0.98%	30
2022 Q1	$1.14M	Buy	19,576 +3,356	+21%	+$199K	0.77%	37
2021 Q4	$983K	Buy	16,220 +3,283	+25%	+$200K	0.74%	35
2021 Q3	$784K	Buy	+12,937	New	+$797K	0.63%	32

Other funds holding EMXC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RBA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Laurel Wealth Planning's EMXC Position: Q3 2024 in Review

Laurel Wealth Planning sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2024, closing a stake of 5,461 shares — an estimated $323K sold.

Laurel Wealth Planning first reported a position in EMXC in Q3 2021 and held it in 12 quarters. The position peaked at $3.5M in Q3 2023. 858 funds tracked by Wall St. Rank hold EMXC as of Q3 2024.

Laurel Wealth Planning reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2024 after selling out during the quarter.
Laurel Wealth Planning sold 5,461 iShares MSCI Emerging Markets ex China ETF shares in Q3 2024, an estimated $323K.
Laurel Wealth Planning first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2021 and held it in 12 quarters.
Laurel Wealth Planning's iShares MSCI Emerging Markets ex China ETF position peaked at $3.5M in Q3 2023.
858 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2024.

Based on Laurel Wealth Planning's 13F filing for Q3 2024, filed 28 Oct 2024.