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Maxwell Wealth Strategies’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Maxwell Wealth Strategies’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 		$1.53M Buy
27,605
+1,715
+7% +$101K 0.63% 47
2024
Q3 		$1.55M Buy
25,890
+7,490
+41% +$450K 0.66% 53
2024
Q2 		$1.09M Sell
18,400
-8,249
-31% -$475K 0.53% 58
2024
Q1 		$1.53M Buy
26,649
+10,816
+68% +$602K 0.77% 45
2023
Q4 		$877K Buy
+15,833
New +$816K 0.57% 49

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

Maxwell Wealth Strategies's EMXC Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 6.6% in Q4 2024, buying an estimated $101K and bringing the position to 27,605 shares worth $1.53M. The position accounts for 0.63% of the portfolio, ranked #47.

Maxwell Wealth Strategies first reported a position in EMXC in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.55M in Q3 2024. 910 funds tracked by Wall St. Rank hold EMXC as of Q4 2024.

  • Maxwell Wealth Strategies held 27,605 shares of iShares MSCI Emerging Markets ex China ETF worth $1.53M as of Q4 2024.
  • Maxwell Wealth Strategies bought 1,715 iShares MSCI Emerging Markets ex China ETF shares in Q4 2024, an estimated $101K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.63% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #47 holding.
  • Maxwell Wealth Strategies first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's iShares MSCI Emerging Markets ex China ETF position peaked at $1.55M in Q3 2024.
  • 910 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.