Fusion Family Wealth’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Fusion Family 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 Q1	$2.33M	Hold	29,607	–	–	0.17%	20
2025 Q4	$2.15M	Hold	29,607	–	–	0.16%	20
2025 Q3	$2M	Buy	29,607 +155	+0.5%	+$10K	0.15%	21
2025 Q2	$1.86M	Hold	29,452	–	–	0.16%	22
2025 Q1	$1.62M	Hold	29,452	–	–	0.15%	22
2024 Q4	$1.63M	Hold	29,452	–	–	0.15%	22
2024 Q3	$1.8M	Buy	29,452 +33	+0.1%	+$1.98K	0.17%	21
2024 Q2	$1.74M	Hold	29,419	–	–	0.18%	21
2024 Q1	$1.69M	Hold	29,419	–	–	0.18%	21
2023 Q4	$1.63M	Hold	29,419	–	–	0.18%	21
2023 Q3	$1.47M	Buy	29,419 +1,201	+4%	+$62.3K	0.18%	21
2023 Q2	$1.47M	Hold	28,218	–	–	0.18%	21
2023 Q1	$1.39M	Hold	28,218	–	–	0.18%	22
2022 Q4	$1.34M	Buy	+28,218	New	+$1.34M	0.18%	21
2022 Q3	–	Sell	-27,230	Closed	-$1.3M	–	40
2022 Q2	$1.3M	Buy	27,230 +8,732	+47%	+$465K	0.19%	19
2022 Q1	$1.08M	Buy	+18,498	New	+$1.1M	0.15%	23

Other funds holding EMXC

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fusion Family Wealth's EMXC Position: Q1 2026 in Review

Fusion Family Wealth held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q1 2026 at 29,607 shares worth $2.33M. The position accounts for 0.17% of the portfolio, ranked #20.

Fusion Family Wealth first reported a position in EMXC in Q1 2022 and has held it in 16 quarters since. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Fusion Family Wealth held 29,607 shares of iShares MSCI Emerging Markets ex China ETF worth $2.33M as of Q1 2026.
Fusion Family Wealth left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets ex China ETF made up 0.17% of Fusion Family Wealth's portfolio in Q1 2026, its #20 holding.
Fusion Family Wealth first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2022 and has held it in 16 quarters since.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Fusion Family Wealth's 13F filing for Q1 2026, filed 5 May 2026.