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Peak Financial Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Peak Financial 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
2024
Q2 		– Sell
-10,943
Closed -$630K – 76
2024
Q1 		$630K Sell
10,943
-68
-0.6% -$3.78K 0.38% 42
2023
Q4 		$610K Buy
11,011
+182
+2% +$9.38K 0.41% 43
2023
Q3 		$540K Sell
10,829
-70,841
-87% -$3.68M 0.58% 21
2023
Q2 		$4.25M Buy
81,670
+48,764
+148% +$2.47M 3.33% 10
2023
Q1 		$1.62M Buy
+32,906
New +$1.63M 1.37% 26

Other funds holding EMXC

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

Peak Financial Advisors's EMXC Position: Q2 2024 in Review

Peak Financial Advisors sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2024, closing a stake of 10,943 shares — an estimated $630K sold.

Peak Financial Advisors first reported a position in EMXC in Q1 2023 and held it in 5 quarters. The position peaked at $4.25M in Q2 2023. 818 funds tracked by Wall St. Rank hold EMXC as of Q2 2024.

  • Peak Financial Advisors reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2024 after selling out during the quarter.
  • Peak Financial Advisors sold 10,943 iShares MSCI Emerging Markets ex China ETF shares in Q2 2024, an estimated $630K.
  • Peak Financial Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2023 and held it in 5 quarters.
  • Peak Financial Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $4.25M in Q2 2023.
  • 818 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2024.

Based on Peak Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.