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Heritage Wealth Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Heritage Wealth Advisors’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
2025
Q4 		– Sell
-31
Closed -$2.09K – 596
2025
Q3 		$2.09K Buy
+31
New +$2K ﹤0.01% 521
2023
Q2 		– Sell
-48
Closed -$2.37K – 570
2023
Q1 		$2.37K Buy
+48
New +$2.37K ﹤0.01% 510

Other funds holding EMXC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Heritage Wealth Advisors's EMXC Position: Q4 2025 in Review

Heritage Wealth Advisors sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2025, closing a stake of 31 shares — an estimated $2.09K sold.

Heritage Wealth Advisors first reported a position in EMXC in Q1 2023 and held it in 2 quarters. The position peaked at $2.37K in Q1 2023. 876 funds tracked by Wall St. Rank hold EMXC as of Q4 2025.

  • Heritage Wealth Advisors reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 31 iShares MSCI Emerging Markets ex China ETF shares in Q4 2025, an estimated $2.09K.
  • Heritage Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2023 and held it in 2 quarters.
  • Heritage Wealth Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $2.37K in Q1 2023.
  • 876 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2025.

Based on Heritage Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.