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CSWG
Cardinal Strategic Wealth Guidance’s
iShares MSCI Emerging Markets ex China ETF
EMXC
Stock Holding History
Cardinal Strategic Wealth Guidance’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
$26.7M
Buy
338,981
+255
+0.1%
+$20.5K
7.03%
4
2025
Q4
$24.6M
Buy
338,726
+61,277
+22%
+$4.35M
6.43%
4
2025
Q3
$18.7M
Sell
277,449
-1,377
-0.5%
-$89K
5.04%
6
2025
Q2
$17.6M
Sell
278,826
-10,974
-4%
-$639K
5.08%
6
2025
Q1
$16M
Buy
289,800
+35,487
+14%
+$1.99M
5.1%
7
2024
Q4
$14.1M
Sell
254,313
-6,591
-3%
-$387K
4.49%
7
2024
Q3
$15.9M
Buy
260,904
+37,966
+17%
+$2.28M
5.22%
7
2024
Q2
$13.2M
Buy
222,938
+51,220
+30%
+$2.95M
4.76%
6
2024
Q1
$9.89M
Buy
171,718
+40,380
+31%
+$2.25M
3.72%
7
2023
Q4
$7.28M
Buy
+131,338
New
+$6.77M
2.89%
8
Other funds holding EMXC
Goldman Sachs
New York
$761B 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
$431B 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
$5.7T AUM
30.48%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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