EPW
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Evolve Private Wealth’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Evolve Private Wealth’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 		– Sell
-5,400
Closed -$425K – 1069
2026
Q1 		$425K Hold
5,400
– – 0.02% 648
2025
Q4 		$392K Buy
+5,400
New +$383K 0.02% 625

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
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

Evolve Private Wealth's EMXC Position: Q2 2026 in Review

Evolve Private Wealth sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2026, closing a stake of 5,400 shares — an estimated $425K sold.

Evolve Private Wealth first reported a position in EMXC in Q4 2025 and held it in 2 quarters. The position peaked at $425K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Evolve Private Wealth reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 5,400 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $425K.
  • Evolve Private Wealth first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's iShares MSCI Emerging Markets ex China ETF position peaked at $425K in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.