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

Exencial 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	$5.61M	Sell	71,359 -2,490	-3%	-$200K	0.17%	131
2025 Q4	$5.37M	Sell	73,849 -7,670	-9%	-$544K	0.17%	132
2025 Q3	$5.5M	Sell	81,519 -985	-1%	-$63.7K	0.18%	129
2025 Q2	$5.21M	Sell	82,504 -3,641	-4%	-$212K	0.18%	132
2025 Q1	$4.75M	Sell	86,145 -1,713	-2%	-$96.1K	0.18%	140
2024 Q4	$4.87M	Sell	87,858 -11,027	-11%	-$647K	0.18%	136
2024 Q3	$6.04M	Sell	98,885 -47,857	-33%	-$2.87M	0.22%	121
2024 Q2	$8.69M	Sell	146,742 -56,531	-28%	-$3.26M	0.33%	96
2024 Q1	$11.7M	Buy	203,273 +1,220	+0.6%	+$67.9K	0.44%	74
2023 Q4	$11.2M	Sell	202,053 -2,274	-1%	-$117K	0.46%	67
2023 Q3	$10.2M	Buy	204,327 +5,142	+3%	+$267K	0.49%	62
2023 Q2	$10.4M	Buy	199,185 +5,390	+3%	+$273K	0.48%	62
2023 Q1	$9.56M	Buy	193,795 +9,098	+5%	+$449K	0.49%	62
2022 Q4	$8.77M	Buy	184,697 +16,704	+10%	+$796K	0.47%	69
2022 Q3	$7.44M	Buy	167,993 +2,451	+1%	+$119K	0.45%	66
2022 Q2	$7.91M	Sell	165,542 -95,439	-37%	-$5.08M	0.45%	71
2022 Q1	$15.2M	Buy	260,981 +43,075	+20%	+$2.55M	0.76%	28
2021 Q4	$13.2M	Buy	+217,906	New	+$13.3M	0.64%	37

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Exencial Wealth Advisors reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 3.4% in Q1 2026, selling an estimated $200K and leaving 71,359 shares worth $5.61M. The position accounts for 0.17% of the portfolio, ranked #131.

Exencial Wealth Advisors first reported a position in EMXC in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.2M in Q1 2022. 933 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Exencial Wealth Advisors held 71,359 shares of iShares MSCI Emerging Markets ex China ETF worth $5.61M as of Q1 2026.
Exencial Wealth Advisors sold 2,490 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $200K.
iShares MSCI Emerging Markets ex China ETF made up 0.17% of Exencial Wealth Advisors's portfolio in Q1 2026, its #131 holding.
Exencial 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.
Exencial Wealth Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $15.2M in Q1 2022.
933 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.