AECF
EMXC icon

Annie E. Casey Foundation’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Annie E. Casey Foundation’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
Q1 		– Sell
-45,653
Closed -$2.53M – 6
2024
Q4 		$2.53M Buy
+45,653
New +$2.68M 3.71% 3

Other funds holding EMXC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Annie E. Casey Foundation's EMXC Position: Q1 2025 in Review

Annie E. Casey Foundation sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q1 2025, closing a stake of 45,653 shares — an estimated $2.53M sold.

Annie E. Casey Foundation first reported a position in EMXC in Q4 2024 and held it in 1 quarter. The position peaked at $2.53M in Q4 2024. 872 funds tracked by Wall St. Rank hold EMXC as of Q1 2025.

  • Annie E. Casey Foundation reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q1 2025 after selling out during the quarter.
  • Annie E. Casey Foundation sold 45,653 iShares MSCI Emerging Markets ex China ETF shares in Q1 2025, an estimated $2.53M.
  • Annie E. Casey Foundation first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2024 and held it in 1 quarter.
  • Annie E. Casey Foundation's iShares MSCI Emerging Markets ex China ETF position peaked at $2.53M in Q4 2024.
  • 872 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2025.

Based on Annie E. Casey Foundation's 13F filing for Q1 2025, filed 14 May 2025.