WI
EMXC icon

Wintrust Investments’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Wintrust Investments’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
Q4 		$254K Buy
4,584
+493
+12% +$28.9K 0.22% 76
2024
Q3 		$250K Sell
4,091
-34,886
-90% -$2.09M 0.19% 106
2024
Q2 		$2.31M Buy
38,977
+1,366
+4% +$78.7K 0.19% 105
2024
Q1 		$2.17M Buy
+37,611
New +$2.09M 0.19% 112

Other funds holding EMXC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wintrust Investments's EMXC Position: Q4 2024 in Review

Wintrust Investments increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 12% in Q4 2024, buying an estimated $28.9K and bringing the position to 4,584 shares worth $254K. The position accounts for 0.22% of the portfolio, ranked #76.

Wintrust Investments first reported a position in EMXC in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.31M in Q2 2024. 913 funds tracked by Wall St. Rank hold EMXC as of Q4 2024.

  • Wintrust Investments held 4,584 shares of iShares MSCI Emerging Markets ex China ETF worth $254K as of Q4 2024.
  • Wintrust Investments bought 493 iShares MSCI Emerging Markets ex China ETF shares in Q4 2024, an estimated $28.9K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.22% of Wintrust Investments's portfolio in Q4 2024, its #76 holding.
  • Wintrust Investments first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2024 and has held it in 4 quarters since.
  • Wintrust Investments's iShares MSCI Emerging Markets ex China ETF position peaked at $2.31M in Q2 2024.
  • 913 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.