Legacy Capital Wealth Partners’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Legacy Capital Wealth Partners’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	-8,994	Closed	-$532K	–	365
2024 Q2	$532K	Buy	+8,994	New	+$518K	0.14%	147
2023 Q4	–	Sell	-7,584	Closed	-$378K	–	289
2023 Q3	$378K	Buy	+7,584	New	+$394K	0.1%	185
2023 Q2	–	Sell	-8,420	Closed	-$415K	–	95
2023 Q1	$415K	Buy	+8,420	New	+$416K	0.11%	159

Other funds holding EMXC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Legacy Capital Wealth Partners's EMXC Position: Q3 2024 in Review

Legacy Capital Wealth Partners sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2024, closing a stake of 8,994 shares — an estimated $532K sold.

Legacy Capital Wealth Partners first reported a position in EMXC in Q1 2023 and held it in 3 quarters. The position peaked at $532K in Q2 2024. 858 funds tracked by Wall St. Rank hold EMXC as of Q3 2024.

Legacy Capital Wealth Partners reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2024 after selling out during the quarter.
Legacy Capital Wealth Partners sold 8,994 iShares MSCI Emerging Markets ex China ETF shares in Q3 2024, an estimated $532K.
Legacy Capital Wealth Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2023 and held it in 3 quarters.
Legacy Capital Wealth Partners's iShares MSCI Emerging Markets ex China ETF position peaked at $532K in Q2 2024.
858 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q3 2024, filed 4 Nov 2024.