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Mark Sheptoff Financial Planning’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Mark Sheptoff Financial 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
2021
Q2 		– Sell
-200
Closed -$12K – 420
2021
Q1 		$12K Buy
+200
New +$11.9K 0.01% 278

Other funds holding EMXC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Mark Sheptoff Financial Planning's EMXC Position: Q2 2021 in Review

Mark Sheptoff Financial Planning sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2021, closing a stake of 200 shares — an estimated $12K sold.

Mark Sheptoff Financial Planning first reported a position in EMXC in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 120 funds tracked by Wall St. Rank hold EMXC as of Q2 2021.

  • Mark Sheptoff Financial Planning reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 iShares MSCI Emerging Markets ex China ETF shares in Q2 2021, an estimated $12K.
  • Mark Sheptoff Financial Planning first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2021 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's iShares MSCI Emerging Markets ex China ETF position peaked at $12K in Q1 2021.
  • 120 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2021, filed 12 Aug 2021.