One Wealth Management Investment & Advisory Services’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

One Wealth Management Investment & Advisory 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 Q3	–	Sell	-56,760	Closed	-$3.36M	–	73
2024 Q2	$3.36M	Buy	56,760 +3,460	+6%	+$199K	1.34%	16
2024 Q1	$3.07M	Buy	53,300 +16,632	+45%	+$925K	1.26%	17
2023 Q4	$2.03M	Buy	+36,668	New	+$1.89M	0.91%	20

Other funds holding EMXC

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's EMXC Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2024, closing a stake of 56,760 shares — an estimated $3.36M sold.

One Wealth Management Investment & Advisory Services first reported a position in EMXC in Q4 2023 and held it in 3 quarters. The position peaked at $3.36M in Q2 2024. 856 funds tracked by Wall St. Rank hold EMXC as of Q3 2024.

One Wealth Management Investment & Advisory Services reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2024 after selling out during the quarter.
One Wealth Management Investment & Advisory Services sold 56,760 iShares MSCI Emerging Markets ex China ETF shares in Q3 2024, an estimated $3.36M.
One Wealth Management Investment & Advisory Services first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and held it in 3 quarters.
One Wealth Management Investment & Advisory Services's iShares MSCI Emerging Markets ex China ETF position peaked at $3.36M in Q2 2024.
856 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.