QFA
EMXC icon

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

Quattro 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
2023
Q4 		– Sell
-86,353
Closed -$4.3M – 83
2023
Q3 		$4.3M Buy
86,353
+67,610
+361% +$3.51M 1.87% 19
2023
Q2 		$974K Hold
18,743
– – 0.39% 45
2023
Q1 		$925K Sell
18,743
-416
-2% -$20.5K 0.38% 47
2022
Q4 		$909K Sell
19,159
-3,215
-14% -$153K 0.36% 44
2022
Q3 		$991K Sell
22,374
-27,478
-55% -$1.34M 0.4% 38
2022
Q2 		$2.38M Sell
49,852
-81,286
-62% -$4.33M 0.81% 31
2022
Q1 		$7.63M Buy
+131,138
New +$7.77M 2.57% 14

Other funds holding EMXC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return