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

Geneos 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	$42.3K	Hold	538	–	–	﹤0.01%	1491
2025 Q4	$39.1K	Sell	538 -126	-19%	-$8.94K	﹤0.01%	1488
2025 Q3	$44.8K	Sell	664 -29	-4%	-$1.87K	﹤0.01%	1428
2025 Q2	$43.8K	Sell	693 -424	-38%	-$24.7K	﹤0.01%	1641
2025 Q1	$61.5K	Buy	1,117 +578	+107%	+$32.4K	﹤0.01%	1806
2024 Q4	$29.9K	Buy	539 +335	+164%	+$19.7K	﹤0.01%	1541
2024 Q3	$12.5K	Buy	+204	New	+$12.2K	﹤0.01%	1751
2023 Q4	–	Sell	-40	Closed	-$1.99K	–	2114
2023 Q3	$1.99K	Buy	+40	New	+$2.08K	﹤0.01%	1940
2022 Q4	–	Sell	-59	Closed	-$2K	–	2038
2022 Q3	$2K	Buy	+59	New	+$2.87K	﹤0.01%	1831

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

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

Geneos Wealth Management held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q1 2026 at 538 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Geneos Wealth Management first reported a position in EMXC in Q3 2022 and has held it in 9 quarters since. The position peaked at $61.5K in Q1 2025. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Geneos Wealth Management held 538 shares of iShares MSCI Emerging Markets ex China ETF worth $42.3K as of Q1 2026.
Geneos Wealth Management left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets ex China ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1491 holding.
Geneos Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2022 and has held it in 9 quarters since.
Geneos Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $61.5K in Q1 2025.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

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