SWPG
EMXC icon

Strategic Wealth Partners Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Strategic Wealth Partners Group’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
2024
Q1 		$393K Sell
6,820
-1,809
-21% -$101K 0.04% 61
2023
Q4 		$478K Buy
+8,629
New +$445K 0.06% 54

Other funds holding EMXC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Wealth Partners Group's EMXC Position: Q1 2024 in Review

Strategic Wealth Partners Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 21% in Q1 2024, selling an estimated $101K and leaving 6,820 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #61.

Strategic Wealth Partners Group first reported a position in EMXC in Q4 2023 and has held it in 2 quarters since. The position peaked at $478K in Q4 2023. 755 funds tracked by Wall St. Rank hold EMXC as of Q1 2024.

  • Strategic Wealth Partners Group held 6,820 shares of iShares MSCI Emerging Markets ex China ETF worth $393K as of Q1 2024.
  • Strategic Wealth Partners Group sold 1,809 iShares MSCI Emerging Markets ex China ETF shares in Q1 2024, an estimated $101K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.04% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #61 holding.
  • Strategic Wealth Partners Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 2 quarters since.
  • Strategic Wealth Partners Group's iShares MSCI Emerging Markets ex China ETF position peaked at $478K in Q4 2023.
  • 755 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.