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

MFA 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	–	Sell	-51	Closed	-$3.12K	–	167
2024 Q3	$3.12K	Hold	51	–	–	﹤0.01%	415
2024 Q2	$3.02K	Buy	+51	New	+$2.94K	﹤0.01%	426
2023 Q1	–	Sell	-195,442	Closed	-$9.28M	–	72
2022 Q4	$9.28M	Sell	195,442 -4,591	-2%	-$219K	3.36%	10
2022 Q3	$8.86M	Buy	200,033 +10,325	+5%	+$502K	3.28%	9
2022 Q2	$9.06M	Buy	189,708 +24,315	+15%	+$1.29M	3.31%	10
2022 Q1	$9.63M	Buy	+165,393	New	+$9.8M	3.07%	11

Other funds holding EMXC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

MFA Wealth Advisors sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2024, closing a stake of 51 shares — an estimated $3.12K sold.

MFA Wealth Advisors first reported a position in EMXC in Q1 2022 and held it in 6 quarters. The position peaked at $9.63M in Q1 2022. 910 funds tracked by Wall St. Rank hold EMXC as of Q4 2024.

MFA Wealth Advisors reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 51 iShares MSCI Emerging Markets ex China ETF shares in Q4 2024, an estimated $3.12K.
MFA Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2022 and held it in 6 quarters.
MFA Wealth Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $9.63M in Q1 2022.
910 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.