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Oak Harbor Wealth Partners’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Oak Harbor Wealth 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
Q2 		– Sell
-60
Closed -$3.45K – 221
2024
Q1 		$3.45K Hold
60
– – ﹤0.01% 219
2023
Q4 		$3.33K Buy
+60
New +$3.09K ﹤0.01% 222

Other funds holding EMXC

Envestnet Asset Management
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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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Oak Harbor Wealth Partners's EMXC Position: Q2 2024 in Review

Oak Harbor Wealth Partners sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2024, closing a stake of 60 shares — an estimated $3.45K sold.

Oak Harbor Wealth Partners first reported a position in EMXC in Q4 2023 and held it in 2 quarters. The position peaked at $3.45K in Q1 2024. 817 funds tracked by Wall St. Rank hold EMXC as of Q2 2024.

  • Oak Harbor Wealth Partners reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2024 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 60 iShares MSCI Emerging Markets ex China ETF shares in Q2 2024, an estimated $3.45K.
  • Oak Harbor Wealth Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and held it in 2 quarters.
  • Oak Harbor Wealth Partners's iShares MSCI Emerging Markets ex China ETF position peaked at $3.45K in Q1 2024.
  • 817 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2024.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2024, filed 18 Jul 2024.