Copperleaf Capital’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Copperleaf Capital’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	-25,206	Closed	-$1.59M	–	120
2025 Q2	$1.59M	Sell	25,206 -851	-3%	-$49.5K	0.81%	34
2025 Q1	$1.44M	Sell	26,057 -8,457	-25%	-$474K	0.86%	33
2024 Q4	$1.91M	Buy	34,514 +11,132	+48%	+$654K	1.21%	23
2024 Q3	$1.43M	Sell	23,382 -335	-1%	-$20.1K	1.09%	29
2024 Q2	$1.4M	Buy	23,717 +9,708	+69%	+$559K	1.12%	29
2024 Q1	$806K	Buy	14,009 +1,369	+11%	+$76.2K	0.7%	44
2023 Q4	$700K	Buy	+12,640	New	+$651K	0.71%	47

Other funds holding EMXC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 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 $8.81B AUM 22.47% 1-Year Est. Return

Copperleaf Capital's EMXC Position: Q3 2025 in Review

Copperleaf Capital sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2025, closing a stake of 25,206 shares — an estimated $1.59M sold.

Copperleaf Capital first reported a position in EMXC in Q4 2023 and held it in 7 quarters. The position peaked at $1.91M in Q4 2024. 790 funds tracked by Wall St. Rank hold EMXC as of Q3 2025.

Copperleaf Capital reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2025 after selling out during the quarter.
Copperleaf Capital sold 25,206 iShares MSCI Emerging Markets ex China ETF shares in Q3 2025, an estimated $1.59M.
Copperleaf Capital first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and held it in 7 quarters.
Copperleaf Capital's iShares MSCI Emerging Markets ex China ETF position peaked at $1.91M in Q4 2024.
790 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.