Smith Salley Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Smith Salley Wealth 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
2021 Q4	–	Sell	-12,061	Closed	-$731K	–	257
2021 Q3	$731K	Buy	12,061 +1,587	+15%	+$97.8K	0.06%	165
2021 Q2	$653K	Buy	10,474 +3,464	+49%	+$213K	0.05%	170
2021 Q1	$417K	Buy	+7,010	New	+$417K	0.04%	186

Other funds holding EMXC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

Smith Salley Wealth Management's EMXC Position: Q4 2021 in Review

Smith Salley Wealth Management sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2021, closing a stake of 12,061 shares — an estimated $731K sold.

Smith Salley Wealth Management first reported a position in EMXC in Q1 2021 and held it in 3 quarters. The position peaked at $731K in Q3 2021. 241 funds tracked by Wall St. Rank hold EMXC as of Q4 2021.

Smith Salley Wealth Management reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2021 after selling out during the quarter.
Smith Salley Wealth Management sold 12,061 iShares MSCI Emerging Markets ex China ETF shares in Q4 2021, an estimated $731K.
Smith Salley Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2021 and held it in 3 quarters.
Smith Salley Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $731K in Q3 2021.
241 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2021.

Based on Smith Salley Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.