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

Cyndeo Wealth Partners’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	$358K	Buy	3,496 +159	+5%	+$15K	0.02%	405
2026 Q1	$262K	Buy	3,337 +512	+18%	+$41.2K	0.01%	429
2025 Q4	$205K	Buy	+2,825	New	+$200K	0.01%	466
2025 Q1	–	Sell	-34,046	Closed	-$1.89M	–	460
2024 Q4	$1.89M	Buy	34,046 +1,222	+4%	+$71.7K	0.13%	167
2024 Q3	$2.01M	Buy	32,824 +6,575	+25%	+$395K	0.14%	168
2024 Q2	$1.55M	Buy	26,249 +11,398	+77%	+$656K	0.12%	178
2024 Q1	$855K	Buy	14,851 +4,385	+42%	+$244K	0.07%	213
2023 Q4	$580K	Buy	+10,466	New	+$539K	0.05%	232

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

Cyndeo Wealth Partners's EMXC Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 4.8% in Q2 2026, buying an estimated $15K and bringing the position to 3,496 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #405.

Cyndeo Wealth Partners first reported a position in EMXC in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.01M in Q3 2024. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Cyndeo Wealth Partners held 3,496 shares of iShares MSCI Emerging Markets ex China ETF worth $358K as of Q2 2026.
Cyndeo Wealth Partners bought 159 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $15K.
iShares MSCI Emerging Markets ex China ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #405 holding.
Cyndeo Wealth Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 8 quarters since.
Cyndeo Wealth Partners's iShares MSCI Emerging Markets ex China ETF position peaked at $2.01M in Q3 2024.
1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.