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 Q2	$55K	Hold	538	–	–	﹤0.01%	1423
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	Buy	693 +269	+63%	+$15.7K	﹤0.01%	1641
2025 Q1	$23.4K	Sell	424 -115	-21%	-$6.45K	﹤0.01%	1876
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 $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

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

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

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

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

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

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

Geneos Wealth Management's EMXC Position: Q2 2026 in Review

Geneos Wealth Management held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q2 2026 at 538 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Geneos Wealth Management first reported a position in EMXC in Q3 2022 and has held it in 10 quarters since. 1,025 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Geneos Wealth Management held 538 shares of iShares MSCI Emerging Markets ex China ETF worth $55K as of Q2 2026.
Geneos Wealth Management left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ex China ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1423 holding.
Geneos Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2022 and has held it in 10 quarters since.
1,025 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.