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 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 $871B 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 $432B 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 $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carr Financial Group's EMXC Position: Q1 2026 in Review

Carr Financial Group increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 1.3% in Q1 2026, buying an estimated $341K and bringing the position to 329,746 shares worth $25.9M. The position accounts for 6.84% of the portfolio, ranked #2.

Carr Financial Group first reported a position in EMXC in Q1 2024 and has held it in 9 quarters since. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Carr Financial Group held 329,746 shares of iShares MSCI Emerging Markets ex China ETF worth $25.9M as of Q1 2026.
Carr Financial Group bought 4,240 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $341K.
iShares MSCI Emerging Markets ex China ETF made up 6.84% of Carr Financial Group's portfolio in Q1 2026, its #2 holding.
Carr Financial Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2024 and has held it in 9 quarters since.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.