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Keeler & Nadler Financial Planning & Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Keeler & Nadler Financial Planning & 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 		$855K Sell
8,354
-3,221
-28% -$304K 0.24% 45
2026
Q1 		$910K Sell
11,575
-5,852
-34% -$471K 0.31% 40
2025
Q4 		$1.27M Sell
17,427
-13,693
-44% -$971K 0.44% 33
2025
Q3 		$2.1M Sell
31,120
-45,084
-59% -$2.91M 0.77% 25
2025
Q2 		$4.81M Sell
76,204
-37,656
-33% -$2.19M 1.93% 15
2025
Q1 		$6.28M Buy
113,860
+10,126
+10% +$568K 2.83% 10
2024
Q4 		$5.75M Buy
103,734
+17,762
+21% +$1.04M 2.69% 13
2024
Q3 		$5.25M Buy
85,972
+18,401
+27% +$1.1M 2.56% 12
2024
Q2 		$4M Buy
67,571
+27,436
+68% +$1.58M 2.2% 15
2024
Q1 		$2.31M Buy
+40,135
New +$2.23M 1.39% 23

Other funds holding EMXC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's EMXC Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 28% in Q2 2026, selling an estimated $304K and leaving 8,354 shares worth $855K. The position accounts for 0.24% of the portfolio, ranked #45.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in EMXC in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.28M in Q1 2025. 670 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 8,354 shares of iShares MSCI Emerging Markets ex China ETF worth $855K as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management sold 3,221 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $304K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.24% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2024 and has held it in 10 quarters since.
  • Keeler & Nadler Financial Planning & Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $6.28M in Q1 2025.
  • 670 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.