CarsonAllaria Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

CarsonAllaria Wealth Management’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
2025 Q3	–	Sell	-829	Closed	-$52.4K	–	156
2025 Q2	$52.4K	Buy	829 +9	+1%	+$524	0.03%	133
2025 Q1	$45.2K	Hold	820	–	–	0.03%	135
2024 Q4	$45.5K	Buy	820 +15	+2%	+$881	0.03%	135
2024 Q3	$49.2K	Hold	805	–	–	0.03%	126
2024 Q2	$47.7K	Buy	805 +6	+0.8%	+$346	0.03%	128
2024 Q1	$46K	Sell	799 -35	-4%	-$1.95K	0.03%	135
2023 Q4	$46.2K	Buy	+834	New	+$43K	0.03%	118

Other funds holding EMXC

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

Bank of New York Mellon New York $609B AUM 40.19% 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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

CarsonAllaria Wealth Management's EMXC Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2025, closing a stake of 829 shares — an estimated $52.4K sold.

CarsonAllaria Wealth Management first reported a position in EMXC in Q4 2023 and held it in 7 quarters. The position peaked at $52.4K in Q2 2025. 793 funds tracked by Wall St. Rank hold EMXC as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 829 iShares MSCI Emerging Markets ex China ETF shares in Q3 2025, an estimated $52.4K.
CarsonAllaria Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and held it in 7 quarters.
CarsonAllaria Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $52.4K in Q2 2025.
793 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.