ECM
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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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evergreen Capital Management's EMXC Position: Q1 2026 in Review

Evergreen Capital Management held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q1 2026 at 3,926 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #1093.

Evergreen Capital Management first reported a position in EMXC in Q2 2025 and has held it in 4 quarters since. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • Evergreen Capital Management held 3,926 shares of iShares MSCI Emerging Markets ex China ETF worth $309K as of Q1 2026.
  • Evergreen Capital Management left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q1 2026.
  • iShares MSCI Emerging Markets ex China ETF made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1093 holding.
  • Evergreen Capital Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2025 and has held it in 4 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.