WealthSource Partners’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

WealthSource Partners’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 Q4	$30.3M	Buy	+547,060	New	+$28.2M	1.97%	7

Other funds holding EMXC

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

PCIG

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

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

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

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

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

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

MMH

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

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

RBA

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

WealthSource Partners's EMXC Position: Q4 2023 in Review

WealthSource Partners opened a new position in iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2023: 547,060 shares worth $30.3M. The stake represents 1.97% of the portfolio and ranks #7 among its holdings.

655 funds tracked by Wall St. Rank hold EMXC as of Q4 2023.

WealthSource Partners held 547,060 shares of iShares MSCI Emerging Markets ex China ETF worth $30.3M as of Q4 2023.
iShares MSCI Emerging Markets ex China ETF was a new WealthSource Partners position in Q4 2023.
iShares MSCI Emerging Markets ex China ETF made up 1.97% of WealthSource Partners's portfolio in Q4 2023, its #7 holding.
655 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.