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

Safeguard Financial’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
Q3 		– Sell
-190
Closed -$9K – 212
2023
Q2 		$9K Buy
+190
New +$9.63K ﹤0.01% 351

Other funds holding EMXC

PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Safeguard Financial's EMXC Position: Q3 2023 in Review

Safeguard Financial sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2023, closing a stake of 190 shares — an estimated $9K sold.

Safeguard Financial first reported a position in EMXC in Q2 2023 and held it in 1 quarter. The position peaked at $9K in Q2 2023. 451 funds tracked by Wall St. Rank hold EMXC as of Q3 2023.

  • Safeguard Financial reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 190 iShares MSCI Emerging Markets ex China ETF shares in Q3 2023, an estimated $9K.
  • Safeguard Financial first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's iShares MSCI Emerging Markets ex China ETF position peaked at $9K in Q2 2023.
  • 451 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.