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Moisand Fitzgerald Tamayo’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Moisand Fitzgerald Tamayo’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
Q1 		– Sell
-61
Closed -$3.38K – 599
2023
Q4 		$3.38K Buy
+61
New +$3.14K ﹤0.01% 465
2021
Q3 		– Sell
-49
Closed -$3K – 378
2021
Q2 		$3K Buy
+49
New +$3.01K ﹤0.01% 340

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moisand Fitzgerald Tamayo's EMXC Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q1 2024, closing a stake of 61 shares — an estimated $3.38K sold.

Moisand Fitzgerald Tamayo first reported a position in EMXC in Q2 2021 and held it in 2 quarters. The position peaked at $3.38K in Q4 2023. 755 funds tracked by Wall St. Rank hold EMXC as of Q1 2024.

  • Moisand Fitzgerald Tamayo reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q1 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 61 iShares MSCI Emerging Markets ex China ETF shares in Q1 2024, an estimated $3.38K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2021 and held it in 2 quarters.
  • Moisand Fitzgerald Tamayo's iShares MSCI Emerging Markets ex China ETF position peaked at $3.38K in Q4 2023.
  • 755 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.