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Ferguson Wellman Capital Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Ferguson Wellman 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
Q3 		$2.18M Sell
21,990
-100
-0.5% -$9.68K 0.03% 179
2026
Q2 		$2.26M Sell
22,090
-280
-1% -$26.4K 0.03% 170
2026
Q1 		$1.76M Buy
+22,370
New +$1.8M 0.02% 181

Other funds holding EMXC

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Ferguson Wellman Capital Management's EMXC Position: Q3 2026 in Review

Ferguson Wellman Capital Management reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.45% in Q3 2026, selling an estimated $9.68K and leaving 21,990 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #179.

Ferguson Wellman Capital Management first reported a position in EMXC in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.26M in Q2 2026. 14 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

  • Ferguson Wellman Capital Management held 21,990 shares of iShares MSCI Emerging Markets ex China ETF worth $2.18M as of Q3 2026.
  • Ferguson Wellman Capital Management sold 100 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $9.68K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.03% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #179 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2026 and has held it in 3 quarters since.
  • Ferguson Wellman Capital Management's iShares MSCI Emerging Markets ex China ETF position peaked at $2.26M in Q2 2026.
  • 14 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.