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

EverSource 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 		$2.51M Buy
31,936
+3,390
+12% +$273K 0.08% 184
2025
Q4 		$2.07M Buy
28,546
+611
+2% +$43.3K 0.08% 188
2025
Q3 		$1.89M Sell
27,935
-2,915
-9% -$188K 0.07% 183
2025
Q2 		$1.95M Sell
30,850
-3,933
-11% -$229K 0.09% 170
2025
Q1 		$1.92M Buy
34,783
+5,316
+18% +$298K 0.11% 154
2024
Q4 		$1.63M Buy
29,467
+441
+2% +$25.9K 0.09% 170
2024
Q3 		$1.77M Sell
29,026
-1,608
-5% -$96.5K 0.11% 151
2024
Q2 		$1.84M Buy
30,634
+5,461
+22% +$314K 0.12% 142
2024
Q1 		$1.42M Buy
25,173
+3,084
+14% +$172K 0.11% 148
2023
Q4 		$1.22M Buy
22,089
+6,685
+43% +$344K 0.11% 152
2023
Q3 		$768K Buy
15,404
+1,988
+15% +$103K 0.08% 179
2023
Q2 		$697K Sell
13,416
-2,578
-16% -$131K 0.08% 197
2023
Q1 		$789K Buy
15,994
+379
+2% +$18.7K 0.1% 160
2022
Q4 		$741K Sell
15,615
-7,635
-33% -$364K 0.11% 150
2022
Q3 		$1.03M Buy
23,250
+11,291
+94% +$549K 0.24% 77
2022
Q2 		$571K Buy
11,959
+4,081
+52% +$217K 0.15% 128
2022
Q1 		$457K Sell
7,878
-6,150
-44% -$365K 0.12% 161
2021
Q4 		$851K Buy
+14,028
New +$853K 0.24% 69

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

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

EverSource Wealth Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 12% in Q1 2026, buying an estimated $273K and bringing the position to 31,936 shares worth $2.51M. The position accounts for 0.08% of the portfolio, ranked #184.

EverSource Wealth Advisors first reported a position in EMXC in Q4 2021 and has held it in 18 quarters since. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • EverSource Wealth Advisors held 31,936 shares of iShares MSCI Emerging Markets ex China ETF worth $2.51M as of Q1 2026.
  • EverSource Wealth Advisors bought 3,390 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $273K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.08% of EverSource Wealth Advisors's portfolio in Q1 2026, its #184 holding.
  • EverSource Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and has held it in 18 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.