Colonial Trust Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Colonial Trust Advisors’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	$7.8M	Buy	99,186 +11,744	+13%	+$944K	0.61%	53
2025 Q4	$6.36M	Buy	87,442 +5,641	+7%	+$400K	0.48%	62
2025 Q3	$5.52M	Buy	81,801 +4,131	+5%	+$267K	0.43%	64
2025 Q2	$4.9M	Buy	77,670 +1,160	+2%	+$67.5K	0.41%	64
2025 Q1	$4.21M	Buy	76,510 +9,328	+14%	+$523K	0.38%	76
2024 Q4	$3.73M	Sell	67,182 -175	-0.3%	-$10.3K	0.33%	76
2024 Q3	$4.12M	Buy	67,357 +2,089	+3%	+$125K	0.36%	71
2024 Q2	$3.86M	Buy	65,268 +749	+1%	+$43.1K	0.37%	71
2024 Q1	$3.71M	Sell	64,519 -863	-1%	-$48K	0.37%	71
2023 Q4	$3.62M	Buy	65,382 +1,289	+2%	+$66.4K	0.38%	69
2023 Q3	$3.19M	Buy	64,093 +63,393	+9,056%	+$3.29M	0.37%	69
2023 Q2	$36.4K	Buy	700 +600	+600%	+$30.4K	﹤0.01%	370
2023 Q1	$4.93K	Buy	+100	New	+$4.94K	﹤0.01%	620

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

Colonial Trust Advisors's EMXC Position: Q1 2026 in Review

Colonial Trust Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 13% in Q1 2026, buying an estimated $944K and bringing the position to 99,186 shares worth $7.8M. The position accounts for 0.61% of the portfolio, ranked #53.

Colonial Trust Advisors first reported a position in EMXC in Q1 2023 and has held it in 13 quarters since. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Colonial Trust Advisors held 99,186 shares of iShares MSCI Emerging Markets ex China ETF worth $7.8M as of Q1 2026.
Colonial Trust Advisors bought 11,744 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $944K.
iShares MSCI Emerging Markets ex China ETF made up 0.61% of Colonial Trust Advisors's portfolio in Q1 2026, its #53 holding.
Colonial Trust Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2023 and has held it in 13 quarters since.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.