Bennett Associates Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Bennett Associates 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	$8.86M	Buy	112,627 +5,166	+5%	+$415K	5.97%	6
2025 Q4	$7.81M	Sell	107,461 -6,547	-6%	-$464K	5.41%	6
2025 Q3	$7.7M	Sell	114,008 -5,157	-4%	-$333K	5.59%	6
2025 Q2	$7.52M	Sell	119,165 -1,930	-2%	-$112K	5.79%	5
2025 Q1	$6.67M	Buy	121,095 +7,133	+6%	+$400K	5.5%	5
2024 Q4	$6.32M	Buy	113,962 +4,113	+4%	+$241K	5.24%	6
2024 Q3	$6.71M	Buy	109,849 +3,441	+3%	+$207K	5.5%	4
2024 Q2	$6.3M	Buy	+106,408	New	+$6.13M	5.67%	5

Other funds holding EMXC

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bennett Associates Wealth Management's EMXC Position: Q1 2026 in Review

Bennett Associates Wealth Management increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 4.8% in Q1 2026, buying an estimated $415K and bringing the position to 112,627 shares worth $8.86M. The position accounts for 5.97% of the portfolio, ranked #6.

Bennett Associates Wealth Management first reported a position in EMXC in Q2 2024 and has held it in 8 quarters since. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Bennett Associates Wealth Management held 112,627 shares of iShares MSCI Emerging Markets ex China ETF worth $8.86M as of Q1 2026.
Bennett Associates Wealth Management bought 5,166 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $415K.
iShares MSCI Emerging Markets ex China ETF made up 5.97% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #6 holding.
Bennett Associates Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and has held it in 8 quarters since.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.