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

Copia 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 		$5.33M Buy
52,101
+863
+2% +$81.4K 3.2% 5
2026
Q1 		$4.03M Sell
51,238
-1,629
-3% -$131K 2.77% 8
2025
Q4 		$3.84M Buy
52,867
+689
+1% +$48.9K 2.75% 8
2025
Q3 		$3.52M Buy
52,178
+1,302
+3% +$84.1K 2.62% 10
2025
Q2 		$3.21M Sell
50,876
-707
-1% -$41.2K 2.71% 9
2025
Q1 		$2.84M Sell
51,583
-313
-0.6% -$17.6K 2.63% 10
2024
Q4 		$2.88M Buy
+51,896
New +$3.05M 2.74% 10

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

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

Copia Wealth Management increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 1.7% in Q2 2026, buying an estimated $81.4K and bringing the position to 52,101 shares worth $5.33M. The position accounts for 3.2% of the portfolio, ranked #5.

Copia Wealth Management first reported a position in EMXC in Q4 2024 and has held it in 7 quarters since. 1,018 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Copia Wealth Management held 52,101 shares of iShares MSCI Emerging Markets ex China ETF worth $5.33M as of Q2 2026.
  • Copia Wealth Management bought 863 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $81.4K.
  • iShares MSCI Emerging Markets ex China ETF made up 3.2% of Copia Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Copia Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

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