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

Sterling Financial Planning’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
-201
Closed -$12K – 195
2021
Q3 		$12K Hold
201
– – 0.01% 302
2021
Q2 		$13K Hold
201
– – 0.01% 278
2021
Q1 		$12K Hold
201
– – 0.01% 264
2020
Q4 		$11K Buy
+201
New +$10.3K 0.01% 253

Other funds holding EMXC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

Sterling Financial Planning's EMXC Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2021, closing a stake of 201 shares — an estimated $12K sold.

Sterling Financial Planning first reported a position in EMXC in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q2 2021. 241 funds tracked by Wall St. Rank hold EMXC as of Q4 2021.

  • Sterling Financial Planning reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 201 iShares MSCI Emerging Markets ex China ETF shares in Q4 2021, an estimated $12K.
  • Sterling Financial Planning first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's iShares MSCI Emerging Markets ex China ETF position peaked at $13K in Q2 2021.
  • 241 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.