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 Q2	$1.85M	Sell	18,050 -2,253	-11%	-$213K	0.04%	378
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 $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

CreativeOne Wealth's EMXC Position: Q2 2026 in Review

CreativeOne Wealth reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 11% in Q2 2026, selling an estimated $213K and leaving 18,050 shares worth $1.85M. The position accounts for 0.04% of the portfolio, ranked #378.

CreativeOne Wealth first reported a position in EMXC in Q4 2021 and has held it in 17 quarters since. The position peaked at $20.1M in Q3 2024. 1,024 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

CreativeOne Wealth held 18,050 shares of iShares MSCI Emerging Markets ex China ETF worth $1.85M as of Q2 2026.
CreativeOne Wealth sold 2,253 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $213K.
iShares MSCI Emerging Markets ex China ETF made up 0.04% of CreativeOne Wealth's portfolio in Q2 2026, its #378 holding.
CreativeOne Wealth first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and has held it in 17 quarters since.
CreativeOne Wealth's iShares MSCI Emerging Markets ex China ETF position peaked at $20.1M in Q3 2024.
1,024 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.