AWM
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AE Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

AE Wealth Management’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
2026
Q1 		$1.01M Sell
12,868
-1,261
-9% -$101K 0.01% 833
2025
Q4 		$1.03M Buy
14,129
+694
+5% +$49.2K 0.01% 793
2025
Q3 		$907K Sell
13,435
-18,704
-58% -$1.21M 0.01% 779
2025
Q2 		$2.03M Sell
32,139
-280,545
-90% -$16.3M 0.01% 534
2025
Q1 		$17.2M Sell
312,684
-201,401
-39% -$11.3M 0.14% 175
2024
Q4 		$28.5M Buy
514,085
+53,974
+12% +$3.17M 0.24% 97
2024
Q3 		$28.1M Buy
460,111
+55,944
+14% +$3.36M 0.26% 99
2024
Q2 		$23.9M Buy
404,167
+124,033
+44% +$7.14M 0.24% 95
2024
Q1 		$16.1M Sell
280,134
-59,340
-17% -$3.3M 0.18% 152
2023
Q4 		$18.4M Buy
339,474
+201,033
+145% +$10.4M 0.09% 245
2023
Q3 		$6.9M Sell
138,441
-6,342
-4% -$329K 0.04% 461
2023
Q2 		$7.53M Sell
144,783
-8,785
-6% -$445K 0.05% 439
2023
Q1 		$7.58M Buy
+153,568
New +$7.58M 0.05% 408
2022
Q3 		– Sell
-185,795
Closed -$8.87M – 1784
2022
Q2 		$8.87M Buy
185,795
+3,255
+2% +$173K 0.07% 300
2022
Q1 		$10.6M Sell
182,540
-72,062
-28% -$4.27M 0.07% 271
2021
Q4 		$15.4M Buy
254,602
+223,436
+717% +$13.6M 0.11% 194
2021
Q3 		$1.89M Buy
+31,166
New +$1.92M 0.02% 669

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AE Wealth Management's EMXC Position: Q1 2026 in Review

AE Wealth Management reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 8.9% in Q1 2026, selling an estimated $101K and leaving 12,868 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #833.

AE Wealth Management first reported a position in EMXC in Q3 2021 and has held it in 17 quarters since. The position peaked at $28.5M in Q4 2024. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • AE Wealth Management held 12,868 shares of iShares MSCI Emerging Markets ex China ETF worth $1.01M as of Q1 2026.
  • AE Wealth Management sold 1,261 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $101K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #833 holding.
  • AE Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2021 and has held it in 17 quarters since.
  • AE Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $28.5M in Q4 2024.
  • 926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.