Family Wealth Group, LLC Ishares Inc Msci Emerging Mkts Transaction History

Family Wealth Group, LLC

$105 Million
Q3 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	SELL	$54.25 - $57.64 $495,519 - $526,483	-9,134 Closed	0 $0
Q4 2024 May 14, 2025	BUY	$55.45 - $61.08 $154,095 - $169,741	2,779 Added 43.73%	9,134 $506,000
Q3 2024 Apr 01, 2025	BUY	$56.04 - $62.99 $74,981 - $84,280	1,338 Added 26.67%	6,355 $388,000
Q3 2024 Nov 14, 2024	BUY	$56.04 - $62.99 $29,645 - $33,321	529 Added 10.3%	5,664 $346,000
Q2 2024 Apr 01, 2025	BUY	$55.18 - $59.2 $49,165 - $52,747	891 Added 21.59%	5,017 $297,000

Q2 2024 Aug 14, 2024	BUY	$55.18 - $59.2 $49,110 - $52,688	890 Added 20.97%	5,135 $303,000
Q1 2024 Apr 01, 2025	BUY	$52.7 - $57.65 $1,897 - $2,075	36 Added 0.88%	4,126 $238 Million
Q1 2024 Aug 14, 2024	BUY	$52.7 - $57.65 $632 - $691	12 Added 0.28%	4,245 $244,000
Q4 2023 Apr 01, 2025	SELL	$47.86 - $55.5 $75,331 - $87,357	-1,574 Reduced 27.79%	4,090 $227 Million
Q4 2023 Feb 14, 2024	BUY	$47.86 - $55.5 $202,591 - $234,931	4,233 New	4,233 $234,000

Others Institutions Holding EMXC

# of Institutions

882

Shares Held

141M

Call Options Held

11.9K

Put Options Held

0

Bank Of America Corp Charlotte, NC

12.5M
Shares

$898 Million
0.06% of portfolio
Northern Trust Corp Chicago, IL

7.06M
Shares

$506 Million
0.06% of portfolio
Northwestern Mutual Wealth Management CO

4.69M
Shares

$336 Million
0.21% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.37M
Shares

$313 Million
0.07% of portfolio
Morgan Stanley New York, NY

3.73M
Shares

$268 Million
0.02% of portfolio

About ISHARES INC MSCI EMERGING MKTS

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