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Outlook Wealth Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Outlook Wealth Advisors’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
2023
Q4 		– Sell
-18,807
Closed -$937K – 251
2023
Q3 		$937K Sell
18,807
-573
-3% -$29.7K 0.36% 65
2023
Q2 		$1.01M Sell
19,380
-160
-0.8% -$8.11K 0.38% 56
2023
Q1 		$964K Buy
+19,540
New +$965K 0.43% 54
2022
Q3 		– Sell
-24,464
Closed -$1.17M – 184
2022
Q2 		$1.17M Sell
24,464
-431
-2% -$22.9K 0.48% 55
2022
Q1 		$1.45M Sell
24,895
-429
-2% -$25.4K 0.48% 48
2021
Q4 		$1.53M Buy
+25,324
New +$1.54M 0.45% 51

Other funds holding EMXC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return