EWM
EMXC icon

Evolution Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Evolution Wealth 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 		$365K Buy
4,634
+44
+1% +$3.54K 0.27% 69
2025
Q4 		$334K Buy
4,590
+1,406
+44% +$99.7K 0.28% 72
2025
Q3 		$215K Sell
3,184
-269
-8% -$17.4K 0.22% 86
2025
Q2 		$218K Buy
+3,453
New +$201K 0.27% 68

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

Evolution Wealth Management's EMXC Position: Q1 2026 in Review

Evolution Wealth Management increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.96% in Q1 2026, buying an estimated $3.54K and bringing the position to 4,634 shares worth $365K. The position accounts for 0.27% of the portfolio, ranked #69.

Evolution Wealth 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.

  • Evolution Wealth Management held 4,634 shares of iShares MSCI Emerging Markets ex China ETF worth $365K as of Q1 2026.
  • Evolution Wealth Management bought 44 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $3.54K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.27% of Evolution Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Evolution Wealth 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 Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.