Next Financial Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Next Financial Group’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
2021 Q4	$327K	Buy	5,387 +3,387	+169%	+$206K	0.02%	696
2021 Q3	$121K	Hold	2,000	–	–	0.01%	1030
2021 Q2	$125K	Hold	2,000	–	–	0.01%	1014
2021 Q1	$119K	Hold	2,000	–	–	0.01%	953
2020 Q4	$114K	Hold	2,000	–	–	0.01%	910
2020 Q3	$93K	Buy	+2,000	New	+$92.5K	0.01%	893
2020 Q2	–	Sell	-2,000	Closed	-$71K	–	946
2020 Q1	$71K	Buy	+2,000	New	+$91.3K	0.01%	872

Other funds holding EMXC

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Next Financial Group's EMXC Position: Q4 2021 in Review

Next Financial Group increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 169% in Q4 2021, buying an estimated $206K and bringing the position to 5,387 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #696.

Next Financial Group first reported a position in EMXC in Q1 2020 and has held it in 7 quarters since. 241 funds tracked by Wall St. Rank hold EMXC as of Q4 2021.

Next Financial Group held 5,387 shares of iShares MSCI Emerging Markets ex China ETF worth $327K as of Q4 2021.
Next Financial Group bought 3,387 iShares MSCI Emerging Markets ex China ETF shares in Q4 2021, an estimated $206K.
iShares MSCI Emerging Markets ex China ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #696 holding.
Next Financial Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2020 and has held it in 7 quarters since.
241 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.