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

TrinityPoint Wealth’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	$1.23M	Sell	22,222 -1,517	-6%	-$89.1K	0.17%	137
2024 Q3	$1.45M	Buy	23,739 +3,691	+18%	+$222K	0.21%	114
2024 Q2	$1.19M	Buy	20,048 +2,128	+12%	+$123K	0.19%	128
2024 Q1	$1.03M	Buy	17,920 +3,166	+21%	+$176K	0.17%	133
2023 Q4	$818K	Buy	14,754 +126	+0.9%	+$6.49K	0.15%	143
2023 Q3	$729K	Buy	14,628 +2,902	+25%	+$151K	0.15%	145
2023 Q2	$610K	Buy	11,726 +2,150	+22%	+$109K	0.12%	160
2023 Q1	$472K	Buy	9,576 +1,577	+20%	+$77.9K	0.1%	177
2022 Q4	$380K	Sell	7,999 -665	-8%	-$31.7K	0.09%	194
2022 Q3	$384K	Sell	8,664 -297	-3%	-$14.4K	0.09%	181
2022 Q2	$428K	Sell	8,961 -284	-3%	-$15.1K	0.09%	178
2022 Q1	$538K	Buy	9,245 +1,779	+24%	+$105K	0.1%	174
2021 Q4	$453K	Buy	7,466 +3,678	+97%	+$224K	0.08%	200
2021 Q3	$230K	Buy	+3,788	New	+$233K	0.04%	278

Other funds holding EMXC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TrinityPoint Wealth's EMXC Position: Q4 2024 in Review

TrinityPoint Wealth reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 6.4% in Q4 2024, selling an estimated $89.1K and leaving 22,222 shares worth $1.23M. The position accounts for 0.17% of the portfolio, ranked #137.

TrinityPoint Wealth first reported a position in EMXC in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.45M in Q3 2024. 913 funds tracked by Wall St. Rank hold EMXC as of Q4 2024.

TrinityPoint Wealth held 22,222 shares of iShares MSCI Emerging Markets ex China ETF worth $1.23M as of Q4 2024.
TrinityPoint Wealth sold 1,517 iShares MSCI Emerging Markets ex China ETF shares in Q4 2024, an estimated $89.1K.
iShares MSCI Emerging Markets ex China ETF made up 0.17% of TrinityPoint Wealth's portfolio in Q4 2024, its #137 holding.
TrinityPoint Wealth first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2021 and has held it in 14 quarters since.
TrinityPoint Wealth's iShares MSCI Emerging Markets ex China ETF position peaked at $1.45M in Q3 2024.
913 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.