XF
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XML Financial’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

XML Financial’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
2020
Q1 		– Sell
-43,562
Closed -$2.23M – 178
2019
Q4 		$2.23M Buy
+43,562
New +$2.16M 0.81% 30

Other funds holding EMXC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
SIAS
Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

XML Financial's EMXC Position: Q1 2020 in Review

XML Financial sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q1 2020, closing a stake of 43,562 shares — an estimated $2.23M sold.

XML Financial first reported a position in EMXC in Q4 2019 and held it in 1 quarter. The position peaked at $2.23M in Q4 2019. 14 funds tracked by Wall St. Rank hold EMXC as of Q1 2020.

  • XML Financial reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q1 2020 after selling out during the quarter.
  • XML Financial sold 43,562 iShares MSCI Emerging Markets ex China ETF shares in Q1 2020, an estimated $2.23M.
  • XML Financial first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2019 and held it in 1 quarter.
  • XML Financial's iShares MSCI Emerging Markets ex China ETF position peaked at $2.23M in Q4 2019.
  • 14 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2020.

Based on XML Financial's 13F filing for Q1 2020, filed 8 May 2020.