Evergreen Capital Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Evergreen Capital Management’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	$402K	Hold	3,926	–	–	0.01%	1033
2026 Q1	$309K	Hold	3,926	–	–	0.01%	1093
2025 Q4	$285K	Hold	3,926	–	–	0.01%	1071
2025 Q3	$265K	Hold	3,926	–	–	0.01%	1062
2025 Q2	$248K	Buy	+3,926	New	+$229K	0.01%	896

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

Evergreen Capital Management's EMXC Position: Q2 2026 in Review

Evergreen Capital Management held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q2 2026 at 3,926 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #1033.

Evergreen Capital Management first reported a position in EMXC in Q2 2025 and has held it in 5 quarters since. 1,021 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Evergreen Capital Management held 3,926 shares of iShares MSCI Emerging Markets ex China ETF worth $402K as of Q2 2026.
Evergreen Capital Management left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ex China ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1033 holding.
Evergreen Capital Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2025 and has held it in 5 quarters since.
1,021 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.