Carr Financial Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Carr Financial Group’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	$29.5M	Sell	288,311 -41,435	-13%	-$3.91M	6.79%	3
2026 Q1	$25.9M	Buy	329,746 +4,240	+1%	+$341K	6.84%	2
2025 Q4	$23.7M	Buy	325,506 +25,238	+8%	+$1.79M	6.29%	4
2025 Q3	$20.3M	Buy	300,268 +59,138	+25%	+$3.82M	5.57%	4
2025 Q2	$15.2M	Buy	241,130 +40,749	+20%	+$2.37M	4.49%	6
2025 Q1	$11M	Sell	200,381 -5,142	-3%	-$288K	3.62%	6
2024 Q4	$11.4M	Sell	205,523 -44,590	-18%	-$2.62M	3.54%	6
2024 Q3	$15.3M	Buy	250,113 +47,171	+23%	+$2.83M	4.48%	4
2024 Q2	$12M	Sell	202,942 -5,024	-2%	-$289K	3.82%	6
2024 Q1	$12M	Buy	+207,966	New	+$11.6M	3.98%	5

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

Carr Financial Group's EMXC Position: Q2 2026 in Review

Carr Financial Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 13% in Q2 2026, selling an estimated $3.91M and leaving 288,311 shares worth $29.5M. The position accounts for 6.79% of the portfolio, ranked #3.

Carr Financial Group first reported a position in EMXC in Q1 2024 and has held it in 10 quarters since. 1,021 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Carr Financial Group held 288,311 shares of iShares MSCI Emerging Markets ex China ETF worth $29.5M as of Q2 2026.
Carr Financial Group sold 41,435 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $3.91M.
iShares MSCI Emerging Markets ex China ETF made up 6.79% of Carr Financial Group's portfolio in Q2 2026, its #3 holding.
Carr Financial Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2024 and has held it in 10 quarters since.
1,021 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.