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

Certus 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	$1.99M	Sell	29,489 -1,618	-5%	-$105K	1.19%	23
2025 Q2	$1.96M	Sell	31,107 -28,754	-48%	-$1.67M	1.26%	22
2025 Q1	$3.54M	Sell	59,861 -9,662	-14%	-$542K	2.4%	13
2024 Q4	$3.96M	Buy	69,523 +5,358	+8%	+$315K	2.65%	12
2024 Q3	$3.92M	Buy	64,165 +8,446	+15%	+$507K	2.73%	12
2024 Q2	$3.3M	Buy	55,719 +21,012	+61%	+$1.21M	2.51%	13
2024 Q1	$2M	Buy	34,707 +16,063	+86%	+$894K	1.59%	19
2023 Q4	$1.03M	Buy	+18,644	New	+$961K	0.88%	26

Other funds holding EMXC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 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 $8.81B AUM 22.47% 1-Year Est. Return

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

Certus Wealth Management reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 5.2% in Q3 2025, selling an estimated $105K and leaving 29,489 shares worth $1.99M. The position accounts for 1.19% of the portfolio, ranked #23.

Certus Wealth Management first reported a position in EMXC in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.96M in Q4 2024. 790 funds tracked by Wall St. Rank hold EMXC as of Q3 2025.

Certus Wealth Management held 29,489 shares of iShares MSCI Emerging Markets ex China ETF worth $1.99M as of Q3 2025.
Certus Wealth Management sold 1,618 iShares MSCI Emerging Markets ex China ETF shares in Q3 2025, an estimated $105K.
iShares MSCI Emerging Markets ex China ETF made up 1.19% of Certus Wealth Management's portfolio in Q3 2025, its #23 holding.
Certus Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 8 quarters since.
Certus Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $3.96M in Q4 2024.
790 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.