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

Quantum 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
2022
Q4 		– Sell
-339,854
Closed -$15M – 92
2022
Q3 		$15M Hold
339,854
– – 6.68% 5
2022
Q2 		$17.5M Buy
+339,854
New +$18.1M 6.55% 5

Other funds holding EMXC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Quantum Financial Advisors's EMXC Position: Q4 2022 in Review

Quantum Financial Advisors sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2022, closing a stake of 339,854 shares — an estimated $15M sold.

Quantum Financial Advisors first reported a position in EMXC in Q2 2022 and held it in 2 quarters. The position peaked at $17.5M in Q2 2022. 316 funds tracked by Wall St. Rank hold EMXC as of Q4 2022.

  • Quantum Financial Advisors reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2022 after selling out during the quarter.
  • Quantum Financial Advisors sold 339,854 iShares MSCI Emerging Markets ex China ETF shares in Q4 2022, an estimated $15M.
  • Quantum Financial Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2022 and held it in 2 quarters.
  • Quantum Financial Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $17.5M in Q2 2022.
  • 316 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2022.

Based on Quantum Financial Advisors's 13F filing for Q4 2022, filed 18 Jan 2023.