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New Potomac Partners’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

New Potomac Partners’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
Q3 		$5.17M Sell
84,655
-460
-0.5% -$27.6K 2.66% 5
2024
Q2 		$5.04M Sell
85,115
-1,480
-2% -$85.2K 2.75% 7
2024
Q1 		$4.99M Sell
86,595
-519
-0.6% -$28.9K 2.77% 5
2023
Q4 		$4.83M Sell
87,114
-190
-0.2% -$9.79K 2.87% 5
2023
Q3 		$4.35M Buy
87,304
+1,335
+2% +$69.3K 2.99% 6
2023
Q2 		$4.47M Buy
85,969
+1,259
+1% +$63.8K 2.95% 5
2023
Q1 		$4.18M Buy
84,710
+35,169
+71% +$1.74M 2.9% 5
2022
Q4 		$2.35M Sell
49,541
-18,678
-27% -$890K 1.74% 22
2022
Q3 		$3.02M Buy
68,219
+1,777
+3% +$86.4K 2.55% 7
2022
Q2 		$3.17M Buy
66,442
+1,087
+2% +$57.9K 2.55% 9
2022
Q1 		$3.8M Buy
+65,355
New +$3.87M 2.67% 9

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 $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

New Potomac Partners's EMXC Position: Q3 2024 in Review

New Potomac Partners reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.54% in Q3 2024, selling an estimated $27.6K and leaving 84,655 shares worth $5.17M. The position accounts for 2.66% of the portfolio, ranked #5.

New Potomac Partners first reported a position in EMXC in Q1 2022 and has held it in 11 quarters since. 858 funds tracked by Wall St. Rank hold EMXC as of Q3 2024.

  • New Potomac Partners held 84,655 shares of iShares MSCI Emerging Markets ex China ETF worth $5.17M as of Q3 2024.
  • New Potomac Partners sold 460 iShares MSCI Emerging Markets ex China ETF shares in Q3 2024, an estimated $27.6K.
  • iShares MSCI Emerging Markets ex China ETF made up 2.66% of New Potomac Partners's portfolio in Q3 2024, its #5 holding.
  • New Potomac Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2022 and has held it in 11 quarters since.
  • 858 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.