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Summit Financial Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Summit Financial 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 		$1.21M Buy
20,999
+7,684
+58% +$427K 0.43% 67
2023
Q4 		$738K Buy
13,315
+5,040
+61% +$260K 0.28% 95
2023
Q3 		$412K Buy
+8,275
New +$429K 0.17% 125

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

Summit Financial Group's EMXC Position: Q1 2024 in Review

Summit Financial Group increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 58% in Q1 2024, buying an estimated $427K and bringing the position to 20,999 shares worth $1.21M. The position accounts for 0.43% of the portfolio, ranked #67.

Summit Financial Group first reported a position in EMXC in Q3 2023 and has held it in 3 quarters since. 755 funds tracked by Wall St. Rank hold EMXC as of Q1 2024.

  • Summit Financial Group held 20,999 shares of iShares MSCI Emerging Markets ex China ETF worth $1.21M as of Q1 2024.
  • Summit Financial Group bought 7,684 iShares MSCI Emerging Markets ex China ETF shares in Q1 2024, an estimated $427K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.43% of Summit Financial Group's portfolio in Q1 2024, its #67 holding.
  • Summit Financial Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2023 and has held it in 3 quarters since.
  • 755 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.