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EMXC icon

Crestwood Advisors Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Crestwood Advisors Group’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 		$67.4M Buy
658,794
+193,638
+42% +$18.3M 1% 26
2026
Q1 		$36.6M Buy
465,156
+6,036
+1% +$485K 0.62% 45
2025
Q4 		$33.4M Buy
459,120
+2,403
+0.5% +$170K 0.56% 54
2025
Q3 		$30.8M Buy
456,717
+10,714
+2% +$692K 0.52% 57
2025
Q2 		$28.2M Buy
446,003
+5,689
+1% +$331K 0.5% 62
2025
Q1 		$24.3M Sell
440,314
-98,039
-18% -$5.5M 0.46% 65
2024
Q4 		$29.9M Buy
538,353
+4,060
+0.8% +$238K 0.56% 57
2024
Q3 		$32.7M Buy
534,293
+7,592
+1% +$456K 0.62% 51
2024
Q2 		$31.2M Buy
526,701
+16,298
+3% +$939K 0.64% 50
2024
Q1 		$29.4M Buy
510,403
+22,007
+5% +$1.22M 0.64% 47
2023
Q4 		$27.1M Buy
488,396
+26,735
+6% +$1.38M 0.63% 46
2023
Q3 		$23M Buy
461,661
+24,403
+6% +$1.27M 0.6% 48
2023
Q2 		$22.7M Buy
437,258
+36,773
+9% +$1.86M 0.71% 45
2023
Q1 		$19.8M Buy
400,485
+28,575
+8% +$1.41M 0.66% 50
2022
Q4 		$17.7M Buy
371,910
+3,139
+0.9% +$150K 0.6% 54
2022
Q3 		$16.3M Buy
368,771
+38,240
+12% +$1.86M 0.58% 56
2022
Q2 		$15.8M Sell
330,531
-151,042
-31% -$8.04M 0.53% 60
2022
Q1 		$28M Buy
481,573
+6,402
+1% +$379K 0.79% 46
2021
Q4 		$28.8M Buy
+475,171
New +$28.9M 0.75% 50

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

Crestwood Advisors Group's EMXC Position: Q2 2026 in Review

Crestwood Advisors Group increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 42% in Q2 2026, buying an estimated $18.3M and bringing the position to 658,794 shares worth $67.4M. The position accounts for 1% of the portfolio, ranked #26.

Crestwood Advisors Group first reported a position in EMXC in Q4 2021 and has held it in 19 quarters since. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Crestwood Advisors Group held 658,794 shares of iShares MSCI Emerging Markets ex China ETF worth $67.4M as of Q2 2026.
  • Crestwood Advisors Group bought 193,638 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $18.3M.
  • iShares MSCI Emerging Markets ex China ETF made up 1% of Crestwood Advisors Group's portfolio in Q2 2026, its #26 holding.
  • Crestwood Advisors Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.