WR Wealth Planners’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

WR Wealth Planners’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	$225K	Sell	4,051 -7,210	-64%	-$423K	0.07%	146
2024 Q3	$688K	Buy	11,261 +3,965	+54%	+$238K	0.19%	86
2024 Q2	$432K	Buy	7,296 +933	+15%	+$53.7K	0.13%	101
2024 Q1	$366K	Buy	+6,363	New	+$354K	0.11%	118
2023 Q4	–	Sell	-220	Closed	-$11K	–	389
2023 Q3	$11K	Hold	220	–	–	﹤0.01%	538
2023 Q2	$11.4K	Buy	+220	New	+$11.2K	﹤0.01%	526

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

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

RBA

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

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

WR Wealth Planners's EMXC Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 64% in Q4 2024, selling an estimated $423K and leaving 4,051 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #146.

WR Wealth Planners first reported a position in EMXC in Q2 2023 and has held it in 6 quarters since. The position peaked at $688K in Q3 2024. 910 funds tracked by Wall St. Rank hold EMXC as of Q4 2024.

WR Wealth Planners held 4,051 shares of iShares MSCI Emerging Markets ex China ETF worth $225K as of Q4 2024.
WR Wealth Planners sold 7,210 iShares MSCI Emerging Markets ex China ETF shares in Q4 2024, an estimated $423K.
iShares MSCI Emerging Markets ex China ETF made up 0.07% of WR Wealth Planners's portfolio in Q4 2024, its #146 holding.
WR Wealth Planners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and has held it in 6 quarters since.
WR Wealth Planners's iShares MSCI Emerging Markets ex China ETF position peaked at $688K in Q3 2024.
910 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.