Quest Investment Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Quest Investment Management’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
2025 Q1	–	Sell	-64,354	Closed	-$3.57M	–	82
2024 Q4	$3.57M	Buy	64,354 +4,520	+8%	+$265K	0.41%	46
2024 Q3	$3.66M	Buy	59,834 +19,834	+50%	+$1.19M	0.43%	44
2024 Q2	$2.37M	Hold	40,000	–	–	0.26%	45
2024 Q1	$2.3M	Hold	40,000	–	–	0.26%	50
2023 Q4	$2.22M	Hold	40,000	–	–	0.28%	49
2023 Q3	$1.99M	Hold	40,000	–	–	0.28%	52
2023 Q2	$2.08M	Hold	40,000	–	–	0.28%	56
2023 Q1	$1.97M	Buy	40,000 +2,600	+7%	+$128K	0.27%	56
2022 Q4	$1.78M	Buy	+37,400	New	+$1.78M	0.22%	73
2022 Q2	–	Sell	-54,108	Closed	-$3.15M	–	92
2022 Q1	$3.15M	Buy	54,108 +44,716	+476%	+$2.65M	0.3%	71
2021 Q4	$569K	Buy	9,392 +1,578	+20%	+$96K	0.05%	83
2021 Q3	$474K	Buy	+7,814	New	+$482K	0.04%	90

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Quest Investment Management's EMXC Position: Q1 2025 in Review

Quest Investment Management sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q1 2025, closing a stake of 64,354 shares — an estimated $3.57M sold.

Quest Investment Management first reported a position in EMXC in Q3 2021 and held it in 12 quarters. The position peaked at $3.66M in Q3 2024. 868 funds tracked by Wall St. Rank hold EMXC as of Q1 2025.

Quest Investment Management reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q1 2025 after selling out during the quarter.
Quest Investment Management sold 64,354 iShares MSCI Emerging Markets ex China ETF shares in Q1 2025, an estimated $3.57M.
Quest Investment Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2021 and held it in 12 quarters.
Quest Investment Management's iShares MSCI Emerging Markets ex China ETF position peaked at $3.66M in Q3 2024.
868 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2025.

Based on Quest Investment Management's 13F filing for Q1 2025, filed 14 May 2025.