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

GeoWealth 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 		$167K Sell
2,127
-1,179
-36% -$94.8K 0.01% 755
2025
Q4 		$240K Sell
3,306
-1,332
-29% -$94.5K 0.01% 627
2025
Q3 		$313K Sell
4,638
-6,834
-60% -$442K 0.01% 571
2025
Q2 		$724K Sell
11,472
-5,962
-34% -$347K 0.03% 327
2025
Q1 		$960K Sell
17,434
-852
-5% -$47.8K 0.04% 276
2024
Q4 		$1.01M Sell
18,286
-1,709
-9% -$100K 0.03% 294
2024
Q3 		$1.22M Sell
19,995
-10,115
-34% -$607K 0.04% 264
2024
Q2 		$1.78M Buy
30,110
+12,779
+74% +$736K 0.08% 175
2024
Q1 		$998K Buy
17,331
+4,827
+39% +$269K 0.04% 293
2023
Q4 		$693K Sell
12,504
-872
-7% -$44.9K 0.06% 268
2023
Q3 		$666K Buy
13,376
+1,340
+11% +$69.5K 0.08% 180
2023
Q2 		$625K Sell
12,036
-175
-1% -$8.87K 0.07% 154
2023
Q1 		$602K Buy
12,211
+3,015
+33% +$149K 0.07% 121
2022
Q4 		$437K Sell
9,196
-8,188
-47% -$390K 0.05% 159
2022
Q3 		$770K Sell
17,384
-37,553
-68% -$1.83M 0.08% 138
2022
Q2 		$2.62M Sell
54,937
-13,169
-19% -$701K 0.35% 65
2022
Q1 		$3.96M Buy
68,106
+424
+0.6% +$25.1K 0.35% 75
2021
Q4 		$4.1M Buy
+67,682
New +$4.12M 0.33% 69

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GeoWealth Management's EMXC Position: Q1 2026 in Review

GeoWealth Management reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 36% in Q1 2026, selling an estimated $94.8K and leaving 2,127 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #755.

GeoWealth Management first reported a position in EMXC in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.1M in Q4 2021. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • GeoWealth Management held 2,127 shares of iShares MSCI Emerging Markets ex China ETF worth $167K as of Q1 2026.
  • GeoWealth Management sold 1,179 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $94.8K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #755 holding.
  • GeoWealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and has held it in 18 quarters since.
  • GeoWealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $4.1M in Q4 2021.
  • 926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.