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

Sugarloaf 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
2024
Q4 		$46.5K Buy
839
+25
+3% +$1.47K 0.01% 301
2024
Q3 		$49.7K Buy
814
+120
+17% +$7.21K 0.01% 307
2024
Q2 		$41.1K Buy
694
+412
+146% +$23.7K 0.01% 313
2024
Q1 		$16.2K Buy
+282
New +$15.7K ﹤0.01% 437

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sugarloaf Wealth Management's EMXC Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 3.1% in Q4 2024, buying an estimated $1.47K and bringing the position to 839 shares worth $46.5K. The position accounts for 0.01% of the portfolio, ranked #301.

Sugarloaf Wealth Management first reported a position in EMXC in Q1 2024 and has held it in 4 quarters since. The position peaked at $49.7K in Q3 2024. 910 funds tracked by Wall St. Rank hold EMXC as of Q4 2024.

  • Sugarloaf Wealth Management held 839 shares of iShares MSCI Emerging Markets ex China ETF worth $46.5K as of Q4 2024.
  • Sugarloaf Wealth Management bought 25 iShares MSCI Emerging Markets ex China ETF shares in Q4 2024, an estimated $1.47K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #301 holding.
  • Sugarloaf Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2024 and has held it in 4 quarters since.
  • Sugarloaf Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $49.7K in Q3 2024.
  • 910 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.