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

Arete 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
-8,476
Closed -$467K – 746
2025
Q1 		$467K Buy
8,476
+1,342
+19% +$75.3K 0.04% 409
2024
Q4 		$396K Buy
7,134
+1,934
+37% +$114K 0.03% 477
2024
Q3 		$318K Sell
5,200
-1,183
-19% -$71K 0.03% 506
2024
Q2 		$378K Buy
+6,383
New +$368K 0.03% 461

Other funds holding EMXC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Arete Wealth Advisors sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2025, closing a stake of 8,476 shares — an estimated $467K sold.

Arete Wealth Advisors first reported a position in EMXC in Q2 2024 and held it in 4 quarters. The position peaked at $467K in Q1 2025. 828 funds tracked by Wall St. Rank hold EMXC as of Q2 2025.

  • Arete Wealth Advisors reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 8,476 iShares MSCI Emerging Markets ex China ETF shares in Q2 2025, an estimated $467K.
  • Arete Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and held it in 4 quarters.
  • Arete Wealth Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $467K in Q1 2025.
  • 828 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.