Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SWA
Stratos Wealth Advisors’s
iShares MSCI Emerging Markets ex China ETF
EMXC
Stock Holding History
Stratos Wealth Advisors’s Portfolio
EMXC Stock Details
EMXC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-17,545
Closed
-$967K
–
682
2025
Q1
$967K
Sell
17,545
-54,918
-76%
-$3.08M
0.05%
304
2024
Q4
$4.02M
Buy
72,463
+7,135
+11%
+$419K
0.19%
116
2024
Q3
$3.99M
Buy
65,328
+17,467
+36%
+$1.05M
0.18%
121
2024
Q2
$2.83M
Buy
47,861
+17,927
+60%
+$1.03M
0.14%
157
2024
Q1
$1.72M
Buy
29,934
+15,642
+109%
+$870K
0.1%
221
2023
Q4
$792K
Buy
+14,292
New
+$736K
0.05%
373
2023
Q1
–
Sell
-10,360
Closed
-$492K
–
603
2022
Q4
$492K
Sell
10,360
-557
-5%
-$26.5K
0.04%
406
2022
Q3
$483K
Sell
10,917
-285
-3%
-$13.9K
0.05%
359
2022
Q2
$535K
Buy
11,202
+27
+0.2%
+$1.44K
0.05%
352
2022
Q1
$650K
Sell
11,175
-131
-1%
-$7.76K
0.05%
335
2021
Q4
$685K
Buy
+11,306
New
+$688K
0.05%
338
Other funds holding EMXC
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
OMC
Old Mission Capital
Chicago, Illinois
$6.3B AUM
14.68%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Teacher Retirement System of Texas
Austin, Texas
$24B AUM
29.51%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close