Catalyst Financial Partners’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Catalyst Financial Partners’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	$698K	Buy	8,875 +333	+4%	+$26.8K	0.08%	152
2025 Q4	$621K	Hold	8,542	–	–	0.07%	148
2025 Q3	$577K	Buy	8,542 +125	+1%	+$8.08K	0.07%	151
2025 Q2	$531K	Buy	8,417 +470	+6%	+$27.4K	0.06%	159
2025 Q1	$438K	Sell	7,947 -528	-6%	-$29.6K	0.08%	169
2024 Q4	$470K	Sell	8,475 -641	-7%	-$37.6K	0.09%	144
2024 Q3	$557K	Buy	9,116 +1,345	+17%	+$80.8K	0.11%	128
2024 Q2	$460K	Buy	7,771 +4,139	+114%	+$238K	0.1%	135
2024 Q1	$201K	Sell	3,632 -261	-7%	-$14.5K	0.05%	223
2023 Q4	$216K	Buy	+3,893	New	+$201K	0.06%	204

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

Catalyst Financial Partners's EMXC Position: Q1 2026 in Review

Catalyst Financial Partners increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 3.9% in Q1 2026, buying an estimated $26.8K and bringing the position to 8,875 shares worth $698K. The position accounts for 0.08% of the portfolio, ranked #152.

Catalyst Financial Partners first reported a position in EMXC in Q4 2023 and has held it in 10 quarters since. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Catalyst Financial Partners held 8,875 shares of iShares MSCI Emerging Markets ex China ETF worth $698K as of Q1 2026.
Catalyst Financial Partners bought 333 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $26.8K.
iShares MSCI Emerging Markets ex China ETF made up 0.08% of Catalyst Financial Partners's portfolio in Q1 2026, its #152 holding.
Catalyst Financial Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 10 quarters since.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

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