Walkner Condon Financial Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Walkner Condon Financial 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
2023 Q3	–	Sell	-3,944	Closed	-$205K	–	247
2023 Q2	$205K	Sell	3,944 -1,653	-30%	-$83.8K	0.05%	232
2023 Q1	$276K	Sell	5,597 -870	-13%	-$43K	0.08%	186
2022 Q4	$307K	Hold	6,467	–	–	0.09%	161
2022 Q3	$286K	Sell	6,467 -1,256	-16%	-$61.1K	0.09%	165
2022 Q2	$369K	Buy	7,723 +905	+13%	+$48.2K	0.12%	152
2022 Q1	$397K	Buy	6,818 +3,298	+94%	+$195K	0.11%	154
2021 Q4	$213K	Buy	+3,520	New	+$214K	0.14%	113

Other funds holding EMXC

PCIG

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Walkner Condon Financial Advisors's EMXC Position: Q3 2023 in Review

Walkner Condon Financial Advisors sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2023, closing a stake of 3,944 shares — an estimated $205K sold.

Walkner Condon Financial Advisors first reported a position in EMXC in Q4 2021 and held it in 7 quarters. The position peaked at $397K in Q1 2022. 451 funds tracked by Wall St. Rank hold EMXC as of Q3 2023.

Walkner Condon Financial Advisors reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2023 after selling out during the quarter.
Walkner Condon Financial Advisors sold 3,944 iShares MSCI Emerging Markets ex China ETF shares in Q3 2023, an estimated $205K.
Walkner Condon Financial Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and held it in 7 quarters.
Walkner Condon Financial Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $397K in Q1 2022.
451 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2023.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.