Aletheian Wealth Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Aletheian Wealth Advisors’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
2025 Q2	–	Sell	-10,107	Closed	-$557K	–	101
2025 Q1	$557K	Buy	+10,107	New	+$567K	0.31%	51
2024 Q3	–	Sell	-8,121	Closed	-$481K	–	86
2024 Q2	$481K	Hold	8,121	–	–	0.25%	65
2024 Q1	$468K	Hold	8,121	–	–	0.25%	64
2023 Q4	$450K	Hold	8,121	–	–	0.3%	62
2023 Q3	$405K	Hold	8,121	–	–	0.31%	62
2023 Q2	$422K	Hold	8,121	–	–	0.29%	65
2023 Q1	$401K	Buy	8,121 +952	+13%	+$47K	0.35%	44
2022 Q4	$340K	Hold	7,169	–	–	0.29%	64
2022 Q3	$317K	Hold	7,169	–	–	0.36%	43
2022 Q2	$342K	Sell	7,169 -123	-2%	-$6.55K	0.35%	42
2022 Q1	$424K	Buy	7,292 +2,715	+59%	+$161K	0.4%	43
2021 Q4	$278K	Buy	+4,577	New	+$278K	0.27%	43

Other funds holding EMXC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Aletheian Wealth Advisors's EMXC Position: Q2 2025 in Review

Aletheian Wealth Advisors sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2025, closing a stake of 10,107 shares — an estimated $557K sold.

Aletheian Wealth Advisors first reported a position in EMXC in Q4 2021 and held it in 12 quarters. The position peaked at $557K in Q1 2025. 828 funds tracked by Wall St. Rank hold EMXC as of Q2 2025.

Aletheian Wealth Advisors reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2025 after selling out during the quarter.
Aletheian Wealth Advisors sold 10,107 iShares MSCI Emerging Markets ex China ETF shares in Q2 2025, an estimated $557K.
Aletheian Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and held it in 12 quarters.
Aletheian Wealth Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $557K in Q1 2025.
828 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2025.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.