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

Circle 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
Q2 		$8.72M Buy
85,285
+4,916
+6% +$464K 0.11% 45
2026
Q1 		$6.32M Buy
+80,369
New +$6.46M 0.09% 49

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Circle Wealth Management's EMXC Position: Q2 2026 in Review

Circle Wealth Management increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 6.1% in Q2 2026, buying an estimated $464K and bringing the position to 85,285 shares worth $8.72M. The position accounts for 0.11% of the portfolio, ranked #45.

Circle Wealth Management first reported a position in EMXC in Q1 2026 and has held it in 2 quarters since. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Circle Wealth Management held 85,285 shares of iShares MSCI Emerging Markets ex China ETF worth $8.72M as of Q2 2026.
  • Circle Wealth Management bought 4,916 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $464K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.11% of Circle Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Circle Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.