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

Emergent Wealth Advisors’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	–	Sell	-7,844	Closed	-$570K	–	130
2025 Q4	$570K	Sell	7,844 -2,781	-26%	-$197K	0.32%	65
2025 Q3	$717K	Sell	10,625 -2,082	-16%	-$135K	0.42%	49
2025 Q2	$802K	Sell	12,707 -955	-7%	-$55.6K	0.51%	40
2025 Q1	$753K	Buy	13,662 +4,889	+56%	+$274K	0.55%	39
2024 Q4	$486K	Buy	8,773 +374	+4%	+$22K	0.35%	54
2024 Q3	$513K	Buy	8,399 +4,064	+94%	+$244K	0.38%	53
2024 Q2	$257K	Buy	4,335 +857	+25%	+$49.4K	0.21%	87
2024 Q1	$218K	Buy	+3,478	New	+$193K	0.19%	92

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

Emergent Wealth Advisors's EMXC Position: Q1 2026 in Review

Emergent Wealth Advisors sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q1 2026, closing a stake of 7,844 shares — an estimated $570K sold.

Emergent Wealth Advisors first reported a position in EMXC in Q1 2024 and held it in 8 quarters. The position peaked at $802K in Q2 2025. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Emergent Wealth Advisors reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q1 2026 after selling out during the quarter.
Emergent Wealth Advisors sold 7,844 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $570K.
Emergent Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2024 and held it in 8 quarters.
Emergent Wealth Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $802K in Q2 2025.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Emergent Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.