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

Peninsula Wealth’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
Q4 		$10.6M Sell
190,646
-61,864
-24% -$3.63M 1.8% 12
2024
Q3 		$15.3M Buy
252,510
+9,120
+4% +$548K 2.68% 9
2024
Q2 		$15.1M Buy
243,390
+146,990
+152% +$8.46M 2.81% 8
2024
Q1 		$5.55M Buy
96,400
+61,286
+175% +$3.41M 1.11% 16
2023
Q4 		$1.95M Buy
+35,114
New +$1.81M 0.4% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peninsula Wealth's EMXC Position: Q4 2024 in Review

Peninsula Wealth reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 24% in Q4 2024, selling an estimated $3.63M and leaving 190,646 shares worth $10.6M. The position accounts for 1.8% of the portfolio, ranked #12.

Peninsula Wealth first reported a position in EMXC in Q4 2023 and has held it in 5 quarters since. The position peaked at $15.3M in Q3 2024. 910 funds tracked by Wall St. Rank hold EMXC as of Q4 2024.

  • Peninsula Wealth held 190,646 shares of iShares MSCI Emerging Markets ex China ETF worth $10.6M as of Q4 2024.
  • Peninsula Wealth sold 61,864 iShares MSCI Emerging Markets ex China ETF shares in Q4 2024, an estimated $3.63M.
  • iShares MSCI Emerging Markets ex China ETF made up 1.8% of Peninsula Wealth's portfolio in Q4 2024, its #12 holding.
  • Peninsula Wealth first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 5 quarters since.
  • Peninsula Wealth's iShares MSCI Emerging Markets ex China ETF position peaked at $15.3M in Q3 2024.
  • 910 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.