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

CreativeOne 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	$1.6M	Sell	20,303 -3,363	-14%	-$270K	0.04%	417
2025 Q4	$1.72M	Sell	23,666 -5,555	-19%	-$394K	0.04%	369
2025 Q3	$1.97M	Sell	29,221 -14,349	-33%	-$927K	0.05%	341
2025 Q2	$2.75M	Sell	43,570 -208,197	-83%	-$12.1M	0.07%	260
2025 Q1	$13.9M	Sell	251,767 -98,199	-28%	-$5.51M	0.41%	48
2024 Q4	$19.4M	Buy	349,966 +20,444	+6%	+$1.2M	0.59%	34
2024 Q3	$20.1M	Buy	329,522 +112,010	+51%	+$6.73M	0.68%	29
2024 Q2	$12.9M	Sell	217,512 -57,941	-21%	-$3.34M	0.65%	35
2024 Q1	$15.9M	Buy	275,453 +153,097	+125%	+$8.52M	0.63%	32
2023 Q4	$6.78M	Buy	122,356 +84,442	+223%	+$4.35M	0.43%	56
2023 Q3	$1.89M	Buy	37,914 +32,148	+558%	+$1.67M	0.14%	149
2023 Q2	$300K	Buy	5,766 +204	+4%	+$10.3K	0.01%	644
2023 Q1	$274K	Buy	+5,562	New	+$275K	0.01%	662
2022 Q3	–	Sell	-6,395	Closed	-$305K	–	713
2022 Q2	$305K	Buy	6,395 +404	+7%	+$21.5K	0.02%	554
2022 Q1	$349K	Sell	5,991 -2,553	-30%	-$151K	0.02%	537
2021 Q4	$518K	Buy	+8,544	New	+$520K	0.03%	444

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

CreativeOne Wealth's EMXC Position: Q1 2026 in Review

CreativeOne Wealth reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 14% in Q1 2026, selling an estimated $270K and leaving 20,303 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #417.

CreativeOne Wealth first reported a position in EMXC in Q4 2021 and has held it in 16 quarters since. The position peaked at $20.1M in Q3 2024. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

CreativeOne Wealth held 20,303 shares of iShares MSCI Emerging Markets ex China ETF worth $1.6M as of Q1 2026.
CreativeOne Wealth sold 3,363 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $270K.
iShares MSCI Emerging Markets ex China ETF made up 0.04% of CreativeOne Wealth's portfolio in Q1 2026, its #417 holding.
CreativeOne Wealth first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and has held it in 16 quarters since.
CreativeOne Wealth's iShares MSCI Emerging Markets ex China ETF position peaked at $20.1M in Q3 2024.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

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