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TAP Consulting’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

TAP Consulting’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 		$569K Sell
10,258
-11,202
-52% -$658K 0.12% 116
2024
Q3 		$1.31M Sell
21,460
-11,207
-34% -$673K 0.26% 95
2024
Q2 		$1.93M Buy
32,667
+2,033
+7% +$117K 0.41% 74
2024
Q1 		$1.76M Buy
+30,634
New +$1.7M 0.39% 74

Other funds holding EMXC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TAP Consulting's EMXC Position: Q4 2024 in Review

TAP Consulting reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 52% in Q4 2024, selling an estimated $658K and leaving 10,258 shares worth $569K. The position accounts for 0.12% of the portfolio, ranked #116.

TAP Consulting first reported a position in EMXC in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.93M in Q2 2024. 913 funds tracked by Wall St. Rank hold EMXC as of Q4 2024.

  • TAP Consulting held 10,258 shares of iShares MSCI Emerging Markets ex China ETF worth $569K as of Q4 2024.
  • TAP Consulting sold 11,202 iShares MSCI Emerging Markets ex China ETF shares in Q4 2024, an estimated $658K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.12% of TAP Consulting's portfolio in Q4 2024, its #116 holding.
  • TAP Consulting first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2024 and has held it in 4 quarters since.
  • TAP Consulting's iShares MSCI Emerging Markets ex China ETF position peaked at $1.93M in Q2 2024.
  • 913 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.