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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RBA

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

Outlook Wealth Advisors's EMXC Position: Q4 2023 in Review

Outlook Wealth Advisors sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2023, closing a stake of 18,807 shares — an estimated $937K sold.

Outlook Wealth Advisors first reported a position in EMXC in Q4 2021 and held it in 6 quarters. The position peaked at $1.53M in Q4 2021. 656 funds tracked by Wall St. Rank hold EMXC as of Q4 2023.

Outlook Wealth Advisors reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2023 after selling out during the quarter.
Outlook Wealth Advisors sold 18,807 iShares MSCI Emerging Markets ex China ETF shares in Q4 2023, an estimated $937K.
Outlook Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and held it in 6 quarters.
Outlook Wealth Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $1.53M in Q4 2021.
656 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2023.

Based on Outlook Wealth Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.