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

Icon 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
2026 Q1	$1.67M	Sell	18,742 -256	-1%	-$20.6K	0.11%	125
2025 Q4	$1.38M	Sell	18,998 -557	-3%	-$39.5K	0.09%	145
2025 Q3	$1.32M	Sell	19,555 -51,027	-72%	-$3.3M	0.09%	157
2025 Q2	$4.46M	Sell	70,582 -167,396	-70%	-$9.74M	0.32%	64
2025 Q1	$13.1M	Sell	237,978 -82,771	-26%	-$4.64M	1.08%	23
2024 Q4	$17.8M	Buy	320,749 +19,860	+7%	+$1.17M	1.46%	13
2024 Q3	$18.4M	Buy	300,889 +63,821	+27%	+$3.83M	1.53%	13
2024 Q2	$14.3M	Buy	237,068 +20,536	+9%	+$1.18M	1.27%	17
2024 Q1	$12.5M	Buy	216,532 +81,693	+61%	+$4.54M	1.16%	21
2023 Q4	$7.47M	Buy	+134,839	New	+$6.95M	0.78%	25

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

Icon Wealth Advisors's EMXC Position: Q1 2026 in Review

Icon Wealth Advisors reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 1.3% in Q1 2026, selling an estimated $20.6K and leaving 18,742 shares worth $1.67M. The position accounts for 0.11% of the portfolio, ranked #125.

Icon Wealth Advisors first reported a position in EMXC in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.4M in Q3 2024. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Icon Wealth Advisors held 18,742 shares of iShares MSCI Emerging Markets ex China ETF worth $1.67M as of Q1 2026.
Icon Wealth Advisors sold 256 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $20.6K.
iShares MSCI Emerging Markets ex China ETF made up 0.11% of Icon Wealth Advisors's portfolio in Q1 2026, its #125 holding.
Icon Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 10 quarters since.
Icon Wealth Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $18.4M in Q3 2024.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.