Concorde Asset Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Concorde Asset 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	–	Sell	-14,518	Closed	-$1.14M	–	169
2026 Q1	$1.14M	Sell	14,518 -353	-2%	-$28.4K	0.56%	42
2025 Q4	$1.08M	Sell	14,871 -170	-1%	-$12.1K	0.43%	44
2025 Q3	$1.03M	Buy	+15,041	New	+$972K	0.43%	46
2025 Q1	$984K	Sell	18,365 -93	-0.5%	-$5.22K	0.53%	22
2024 Q4	$1.02M	Buy	18,458 +1,367	+8%	+$80.3K	0.53%	33
2024 Q3	$1.04M	Buy	17,091 +2,309	+16%	+$139K	0.59%	28
2024 Q2	$875K	Buy	14,782 +1,896	+15%	+$109K	0.54%	29
2024 Q1	$742K	Buy	12,886 +5,367	+71%	+$299K	0.51%	32
2023 Q4	$413K	Buy	+7,519	New	+$387K	0.28%	71

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

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

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

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

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

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

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

Concorde Asset Management's EMXC Position: Q2 2026 in Review

Concorde Asset Management sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2026, closing a stake of 14,518 shares — an estimated $1.14M sold.

Concorde Asset Management first reported a position in EMXC in Q4 2023 and held it in 9 quarters. The position peaked at $1.14M in Q1 2026. 1,021 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Concorde Asset Management reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2026 after selling out during the quarter.
Concorde Asset Management sold 14,518 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $1.14M.
Concorde Asset Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and held it in 9 quarters.
Concorde Asset Management's iShares MSCI Emerging Markets ex China ETF position peaked at $1.14M in Q1 2026.
1,021 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.