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Heritage Wealth Management (California)’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Heritage Wealth Management (California)’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
-3,712
Closed -$251K – 94
2025
Q3 		$251K Buy
3,712
+207
+6% +$13.4K 0.17% 81
2025
Q2 		$221K Buy
+3,505
New +$204K 0.15% 80

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 Management (California)'s EMXC Position: Q4 2025 in Review

Heritage Wealth Management (California) sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2025, closing a stake of 3,712 shares — an estimated $251K sold.

Heritage Wealth Management (California) first reported a position in EMXC in Q2 2025 and held it in 2 quarters. The position peaked at $251K in Q3 2025. 876 funds tracked by Wall St. Rank hold EMXC as of Q4 2025.

  • Heritage Wealth Management (California) reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Management (California) sold 3,712 iShares MSCI Emerging Markets ex China ETF shares in Q4 2025, an estimated $251K.
  • Heritage Wealth Management (California) first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2025 and held it in 2 quarters.
  • Heritage Wealth Management (California)'s iShares MSCI Emerging Markets ex China ETF position peaked at $251K in Q3 2025.
  • 876 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2025.

Based on Heritage Wealth Management (California)'s 13F filing for Q4 2025, filed 4 Feb 2026.