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Straight Path Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Straight Path 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
2023
Q4 		– Sell
-4,350
Closed -$217K – 91
2023
Q3 		$217K Buy
+4,350
New +$226K 0.15% 71

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

Straight Path Wealth Management's EMXC Position: Q4 2023 in Review

Straight Path Wealth Management sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2023, closing a stake of 4,350 shares — an estimated $217K sold.

Straight Path Wealth Management first reported a position in EMXC in Q3 2023 and held it in 1 quarter. The position peaked at $217K in Q3 2023. 655 funds tracked by Wall St. Rank hold EMXC as of Q4 2023.

  • Straight Path Wealth Management reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2023 after selling out during the quarter.
  • Straight Path Wealth Management sold 4,350 iShares MSCI Emerging Markets ex China ETF shares in Q4 2023, an estimated $217K.
  • Straight Path Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2023 and held it in 1 quarter.
  • Straight Path Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $217K in Q3 2023.
  • 655 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2023.

Based on Straight Path Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.