Corient Private Wealth’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Corient Private Wealth’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	$17M	Sell	237,759 -260,009	-52%	-$20.9M	0.02%	436
2025 Q4	$36.2M	Buy	497,768 +272,036	+121%	+$19.3M	0.02%	430
2025 Q3	$15.2M	Buy	225,732 +69,846	+45%	+$4.51M	0.02%	441
2025 Q2	$9.84M	Sell	155,886 -152,058	-49%	-$8.85M	0.01%	530
2025 Q1	$17M	Buy	307,944 +97,505	+46%	+$5.47M	0.03%	415
2024 Q4	$10M	Sell	210,439 -13,924	-6%	-$817K	0.02%	515
2024 Q3	$13.7M	Buy	224,363 +7,225	+3%	+$434K	0.02%	487
2024 Q2	$12.9M	Sell	217,138 -1,130	-0.5%	-$65.1K	0.02%	469
2024 Q1	$12.6M	Sell	218,268 -1,123	-0.5%	-$62.5K	0.02%	471
2023 Q4	$12.2M	Buy	219,391 +92,018	+72%	+$4.74M	0.02%	477
2023 Q3	$6.47M	Sell	127,373 -1,608	-1%	-$83.5K	0.01%	589
2023 Q2	$6.7M	Buy	128,981 +105,254	+444%	+$5.33M	0.02%	553
2023 Q1	$1.17M	Buy	23,727 +14,276	+151%	+$705K	﹤0.01%	1028
2022 Q4	$449K	Buy	+9,451	New	+$450K	﹤0.01%	1180

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

Corient Private Wealth's EMXC Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 52% in Q1 2026, selling an estimated $20.9M and leaving 237,759 shares worth $17M. The position accounts for 0.02% of the portfolio, ranked #436.

Corient Private Wealth first reported a position in EMXC in Q4 2022 and has held it in 14 quarters since. The position peaked at $36.2M in Q4 2025. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Corient Private Wealth held 237,759 shares of iShares MSCI Emerging Markets ex China ETF worth $17M as of Q1 2026.
Corient Private Wealth sold 260,009 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $20.9M.
iShares MSCI Emerging Markets ex China ETF made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #436 holding.
Corient Private Wealth first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's iShares MSCI Emerging Markets ex China ETF position peaked at $36.2M in Q4 2025.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.