Private Advisory Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Private Advisory Group’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	–	Sell	-88,684	Closed	-$5.42M	–	219
2024 Q3	$5.42M	Buy	88,684 +3,835	+5%	+$230K	0.65%	38
2024 Q2	$5.02M	Buy	84,849 +7,423	+10%	+$427K	0.65%	42
2024 Q1	$4.46M	Buy	77,426 +7,262	+10%	+$404K	0.64%	46
2023 Q4	$3.89M	Buy	70,164 +20,170	+40%	+$1.04M	0.67%	43
2023 Q3	$2.49M	Buy	49,994 +240	+0.5%	+$12.5K	0.49%	57
2023 Q2	$2.59M	Buy	+49,754	New	+$2.52M	0.51%	49

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Advisory Group's EMXC Position: Q4 2024 in Review

Private Advisory Group sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2024, closing a stake of 88,684 shares — an estimated $5.42M sold.

Private Advisory Group first reported a position in EMXC in Q2 2023 and held it in 6 quarters. The position peaked at $5.42M in Q3 2024. 910 funds tracked by Wall St. Rank hold EMXC as of Q4 2024.

Private Advisory Group reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2024 after selling out during the quarter.
Private Advisory Group sold 88,684 iShares MSCI Emerging Markets ex China ETF shares in Q4 2024, an estimated $5.42M.
Private Advisory Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and held it in 6 quarters.
Private Advisory Group's iShares MSCI Emerging Markets ex China ETF position peaked at $5.42M in Q3 2024.
910 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2024.

Based on Private Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.