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

Westover Capital 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
2025 Q1	–	Sell	-46,959	Closed	-$2.6M	–	239
2024 Q4	$2.6M	Sell	46,959 -45,845	-49%	-$2.69M	0.57%	41
2024 Q3	$5.67M	Buy	92,804 +47,016	+103%	+$2.82M	1.09%	21
2024 Q2	$2.71M	Buy	45,788 +2,177	+5%	+$125K	0.7%	37
2024 Q1	$2.51M	Buy	43,611 +32,027	+276%	+$1.78M	0.73%	39
2023 Q4	$642K	Buy	11,584 +6,230	+116%	+$321K	0.21%	92
2023 Q3	$267K	Buy	+5,354	New	+$278K	0.1%	147

Other funds holding EMXC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Westover Capital Advisors's EMXC Position: Q1 2025 in Review

Westover Capital Advisors sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q1 2025, closing a stake of 46,959 shares — an estimated $2.6M sold.

Westover Capital Advisors first reported a position in EMXC in Q3 2023 and held it in 6 quarters. The position peaked at $5.67M in Q3 2024. 868 funds tracked by Wall St. Rank hold EMXC as of Q1 2025.

Westover Capital Advisors reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q1 2025 after selling out during the quarter.
Westover Capital Advisors sold 46,959 iShares MSCI Emerging Markets ex China ETF shares in Q1 2025, an estimated $2.6M.
Westover Capital Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2023 and held it in 6 quarters.
Westover Capital Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $5.67M in Q3 2024.
868 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2025.

Based on Westover Capital Advisors's 13F filing for Q1 2025, filed 6 May 2025.