Vantage Financial Partners (Illinois)’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Vantage Financial Partners (Illinois)’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 Q2	$622K	Buy	10,504 +350	+3%	+$20.2K	0.15%	65
2024 Q1	$585K	Buy	10,154 +400	+4%	+$22.3K	0.15%	66
2023 Q4	$540K	Sell	9,754 -260	-3%	-$13.4K	0.16%	68
2023 Q3	$499K	Buy	+10,014	New	+$520K	0.29%	57

Other funds holding EMXC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

PCIG

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

RBA

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

Vantage Financial Partners (Illinois)'s EMXC Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 3.4% in Q2 2024, buying an estimated $20.2K and bringing the position to 10,504 shares worth $622K. The position accounts for 0.15% of the portfolio, ranked #65.

Vantage Financial Partners (Illinois) first reported a position in EMXC in Q3 2023 and has held it in 4 quarters since. 818 funds tracked by Wall St. Rank hold EMXC as of Q2 2024.

Vantage Financial Partners (Illinois) held 10,504 shares of iShares MSCI Emerging Markets ex China ETF worth $622K as of Q2 2024.
Vantage Financial Partners (Illinois) bought 350 iShares MSCI Emerging Markets ex China ETF shares in Q2 2024, an estimated $20.2K.
iShares MSCI Emerging Markets ex China ETF made up 0.15% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #65 holding.
Vantage Financial Partners (Illinois) first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2023 and has held it in 4 quarters since.
818 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.