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Morningstar Investment Services’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Morningstar Investment Services’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
-75,493
Closed -$4.71M – 209
2024
Q3 		$4.71M Buy
75,493
+33,585
+80% +$2.02M 0.05% 144
2024
Q2 		$2.47M Buy
41,908
+13,647
+48% +$786K 0.03% 158
2024
Q1 		$1.62M Buy
28,261
+5,015
+22% +$279K 0.02% 170
2023
Q4 		$1.29M Buy
+23,246
New +$1.2M 0.01% 211

Other funds holding EMXC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.88B AUM 29.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Morningstar Investment Services's EMXC Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2024, closing a stake of 75,493 shares — an estimated $4.71M sold.

Morningstar Investment Services first reported a position in EMXC in Q4 2023 and held it in 4 quarters. The position peaked at $4.71M in Q3 2024. 910 funds tracked by Wall St. Rank hold EMXC as of Q4 2024.

  • Morningstar Investment Services reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 75,493 iShares MSCI Emerging Markets ex China ETF shares in Q4 2024, an estimated $4.71M.
  • Morningstar Investment Services first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's iShares MSCI Emerging Markets ex China ETF position peaked at $4.71M in Q3 2024.
  • 910 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.