Concord Wealth Partners’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Concord Wealth 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
2025 Q3	–	Sell	-2	Closed	-$126	–	849
2025 Q2	$126	Sell	2 -116	-98%	-$6.75K	﹤0.01%	827
2025 Q1	$6.5K	Hold	118	–	–	﹤0.01%	554
2024 Q4	$6.54K	Sell	118 -28,854	-100%	-$1.69M	﹤0.01%	573
2024 Q3	$1.77M	Buy	+28,972	New	+$1.74M	0.3%	72
2024 Q2	–	Sell	-35	Closed	-$2.02K	–	868
2024 Q1	$2.02K	Buy	+35	New	+$1.95K	﹤0.01%	751

Other funds holding EMXC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 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 $10.1B AUM 29.18% 1-Year Est. Return

Concord Wealth Partners's EMXC Position: Q3 2025 in Review

Concord Wealth Partners sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2025, closing a stake of 2 shares — an estimated $126 sold.

Concord Wealth Partners first reported a position in EMXC in Q1 2024 and held it in 5 quarters. The position peaked at $1.77M in Q3 2024. 793 funds tracked by Wall St. Rank hold EMXC as of Q3 2025.

Concord Wealth Partners reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2025 after selling out during the quarter.
Concord Wealth Partners sold 2 iShares MSCI Emerging Markets ex China ETF shares in Q3 2025, an estimated $126.
Concord Wealth Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2024 and held it in 5 quarters.
Concord Wealth Partners's iShares MSCI Emerging Markets ex China ETF position peaked at $1.77M in Q3 2024.
793 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.