Trademark Financial Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Trademark Financial 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	–	Sell	-3,295	Closed	-$201K	–	95
2024 Q3	$201K	Sell	3,295 -764	-19%	-$45.9K	0.16%	93
2024 Q2	$240K	Sell	4,059 -291	-7%	-$16.8K	0.2%	77
2024 Q1	$250K	Sell	4,350 -10,977	-72%	-$611K	0.21%	73
2023 Q4	$849K	Buy	+15,327	New	+$790K	0.62%	37

Other funds holding EMXC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Trademark Financial Management's EMXC Position: Q4 2024 in Review

Trademark Financial Management sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2024, closing a stake of 3,295 shares — an estimated $201K sold.

Trademark Financial Management first reported a position in EMXC in Q4 2023 and held it in 4 quarters. The position peaked at $849K in Q4 2023. 910 funds tracked by Wall St. Rank hold EMXC as of Q4 2024.

Trademark Financial Management reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2024 after selling out during the quarter.
Trademark Financial Management sold 3,295 iShares MSCI Emerging Markets ex China ETF shares in Q4 2024, an estimated $201K.
Trademark Financial Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and held it in 4 quarters.
Trademark Financial Management's iShares MSCI Emerging Markets ex China ETF position peaked at $849K in Q4 2023.
910 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2024.

Based on Trademark Financial Management's 13F filing for Q4 2024, filed 30 Jan 2025.