Caldwell Sutter Capital’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Caldwell Sutter Capital’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	$12.7K	Hold	124	–	–	﹤0.01%	578
2026 Q1	$9.75K	Hold	124	–	–	﹤0.01%	562
2025 Q4	$9.01K	Hold	124	–	–	﹤0.01%	562
2025 Q3	$8.37K	Hold	124	–	–	﹤0.01%	579
2025 Q2	$7.83K	Hold	124	–	–	﹤0.01%	570
2025 Q1	$6.83K	Sell	124 -43	-26%	-$2.41K	﹤0.01%	592
2024 Q4	$9.26K	Hold	167	–	–	﹤0.01%	560
2024 Q3	$10.2K	Hold	167	–	–	﹤0.01%	553
2024 Q2	$9.89K	Hold	167	–	–	﹤0.01%	556
2024 Q1	$9.61K	Buy	167 +43	+35%	+$2.39K	﹤0.01%	551
2023 Q4	$6.87K	Hold	124	–	–	﹤0.01%	586
2023 Q3	$6.18K	Hold	124	–	–	﹤0.01%	576
2023 Q2	$6.45K	Buy	+124	New	+$6.28K	﹤0.01%	575

Other funds holding EMXC

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Caldwell Sutter Capital's EMXC Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q2 2026 at 124 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Caldwell Sutter Capital first reported a position in EMXC in Q2 2023 and has held it in 13 quarters since. 1,018 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Caldwell Sutter Capital held 124 shares of iShares MSCI Emerging Markets ex China ETF worth $12.7K as of Q2 2026.
Caldwell Sutter Capital left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ex China ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #578 holding.
Caldwell Sutter Capital first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and has held it in 13 quarters since.
1,018 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.