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Bogart Wealth LLC’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Bogart Wealth LLC’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 		$154K Sell
1,959
-245
-11% -$19.7K 0.01% 300
2025
Q4 		$160K Sell
2,204
-881
-29% -$62.5K 0.01% 276
2025
Q3 		$208K Sell
3,085
-397
-11% -$25.7K 0.01% 245
2025
Q2 		$220K Buy
3,482
+242
+7% +$14.1K 0.01% 223
2025
Q1 		$178K Buy
3,240
+64
+2% +$3.59K 0.01% 238
2024
Q4 		$176K Buy
3,176
+617
+24% +$36.2K 0.01% 232
2024
Q3 		$156K Buy
2,559
+34
+1% +$2.04K 0.01% 238
2024
Q2 		$149K Hold
2,525
– – 0.01% 238
2024
Q1 		$145K Sell
2,525
-356
-12% -$19.8K 0.01% 227
2023
Q4 		$160K Sell
2,881
-909
-24% -$46.8K 0.01% 214
2023
Q3 		$189K Sell
3,790
-560
-13% -$29.1K 0.01% 195
2023
Q2 		$226K Sell
4,350
-544
-11% -$27.6K 0.01% 186
2023
Q1 		$241K Sell
4,894
-182
-4% -$8.99K 0.02% 170
2022
Q4 		$241K Hold
5,076
– – 0.02% 168
2022
Q3 		$225K Hold
5,076
– – 0.02% 164
2022
Q2 		$242K Hold
5,076
– – 0.02% 153
2022
Q1 		$295K Sell
5,076
-974
-16% -$57.7K 0.03% 141
2021
Q4 		$367K Sell
6,050
-141
-2% -$8.58K 0.03% 130
2021
Q3 		$375K Buy
+6,191
New +$382K 0.04% 123

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

Bogart Wealth LLC's EMXC Position: Q1 2026 in Review

Bogart Wealth LLC reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 11% in Q1 2026, selling an estimated $19.7K and leaving 1,959 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #300.

Bogart Wealth LLC first reported a position in EMXC in Q3 2021 and has held it in 19 quarters since. The position peaked at $375K in Q3 2021. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • Bogart Wealth LLC held 1,959 shares of iShares MSCI Emerging Markets ex China ETF worth $154K as of Q1 2026.
  • Bogart Wealth LLC sold 245 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $19.7K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #300 holding.
  • Bogart Wealth LLC first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2021 and has held it in 19 quarters since.
  • Bogart Wealth LLC's iShares MSCI Emerging Markets ex China ETF position peaked at $375K in Q3 2021.
  • 926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.