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

Cherry Tree 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
2026 Q1	$41.1K	Hold	522	–	–	0.01%	288
2025 Q4	$37.9K	Hold	522	–	–	0.01%	295
2025 Q3	$35.2K	Sell	522 -110	-17%	-$7.11K	0.01%	287
2025 Q2	$39.9K	Buy	632 +40	+7%	+$2.33K	0.01%	274
2025 Q1	$32.6K	Hold	592	–	–	0.01%	294
2024 Q4	$32.8K	Hold	592	–	–	0.01%	285
2024 Q3	$36.2K	Hold	592	–	–	0.01%	283
2024 Q2	$35K	Buy	592 +7	+1%	+$403	0.01%	282
2024 Q1	$33.7K	Hold	585	–	–	0.01%	277
2023 Q4	$32.4K	Buy	585 +9	+2%	+$464	0.01%	271
2023 Q3	$28.7K	Buy	576 +6	+1%	+$311	0.01%	268
2023 Q2	$29.6K	Buy	+570	New	+$28.9K	0.01%	260

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

RBA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cherry Tree Wealth Management's EMXC Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q1 2026 at 522 shares worth $41.1K. The position accounts for 0.01% of the portfolio, ranked #288.

Cherry Tree Wealth Management first reported a position in EMXC in Q2 2023 and has held it in 12 quarters since. 933 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Cherry Tree Wealth Management held 522 shares of iShares MSCI Emerging Markets ex China ETF worth $41.1K as of Q1 2026.
Cherry Tree Wealth Management left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets ex China ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #288 holding.
Cherry Tree Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and has held it in 12 quarters since.
933 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.