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BSW Wealth Partners’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

BSW Wealth Partners’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
Q2 		$222K Buy
+2,169
New +$205K 0.02% 303
2026
Q1 		– Sell
-5,295
Closed -$385K – 323
2025
Q4 		$385K Hold
5,295
– – 0.05% 207
2025
Q3 		$357K Sell
5,295
-230
-4% -$14.9K 0.04% 225
2025
Q2 		$349K Buy
5,525
+1,528
+38% +$88.9K 0.05% 214
2025
Q1 		$220K Buy
+3,997
New +$224K 0.03% 280

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

BSW Wealth Partners's EMXC Position: Q2 2026 in Review

BSW Wealth Partners opened a new position in iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2026: 2,169 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #303 among its holdings. This is a return to the name: BSW Wealth Partners previously reported a position in EMXC as recently as Q4 2025.

BSW Wealth Partners first reported a position in EMXC in Q1 2025 and has held it in 5 quarters since. The position peaked at $385K in Q4 2025. 1,018 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • BSW Wealth Partners held 2,169 shares of iShares MSCI Emerging Markets ex China ETF worth $222K as of Q2 2026.
  • iShares MSCI Emerging Markets ex China ETF was a new BSW Wealth Partners position in Q2 2026.
  • iShares MSCI Emerging Markets ex China ETF made up 0.02% of BSW Wealth Partners's portfolio in Q2 2026, its #303 holding.
  • BSW Wealth Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2025 and has held it in 5 quarters since.
  • BSW Wealth Partners's iShares MSCI Emerging Markets ex China ETF position peaked at $385K in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.