Vanguard Capital Wealth Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Vanguard Capital Wealth Advisors’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
2022 Q4	–	Sell	-16,296	Closed	-$721K	–	126
2022 Q3	$721K	Buy	+16,296	New	+$793K	0.88%	28
2022 Q1	–	Sell	-3,898	Closed	-$236K	–	155
2021 Q4	$236K	Buy	+3,898	New	+$237K	0.17%	115
2021 Q3	–	Sell	-12,151	Closed	-$757K	–	161
2021 Q2	$757K	Sell	12,151 -3,453	-22%	-$212K	0.57%	48
2021 Q1	$993K	Buy	15,604 +510	+3%	+$30.3K	0.85%	32
2020 Q4	$861K	Buy	+15,094	New	+$773K	0.79%	32
2019 Q1	–	Sell	-4,494	Closed	-$205K	–	118
2018 Q4	$205K	Buy	+4,494	New	+$210K	0.31%	93

Other funds holding EMXC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Vanguard Capital Wealth Advisors's EMXC Position: Q4 2022 in Review

Vanguard Capital Wealth Advisors sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2022, closing a stake of 16,296 shares — an estimated $721K sold.

Vanguard Capital Wealth Advisors first reported a position in EMXC in Q4 2018 and held it in 6 quarters. The position peaked at $993K in Q1 2021. 316 funds tracked by Wall St. Rank hold EMXC as of Q4 2022.

Vanguard Capital Wealth Advisors reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2022 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 16,296 iShares MSCI Emerging Markets ex China ETF shares in Q4 2022, an estimated $721K.
Vanguard Capital Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2018 and held it in 6 quarters.
Vanguard Capital Wealth Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $993K in Q1 2021.
316 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2022.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2022, filed 18 Jan 2023.