Kelly Financial Services’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-196,978	Closed	-$12.4M	–	120
2025 Q2	$12.4M	Sell	196,978 -986	-0.5%	-$57.4K	3.66%	10
2025 Q1	$10.9M	Sell	197,964 -11,660	-6%	-$654K	3.79%	9
2024 Q4	$11.6M	Buy	209,624 +15,291	+8%	+$898K	4.19%	7
2024 Q3	$11.9M	Buy	194,333 +4,759	+3%	+$286K	4.36%	6
2024 Q2	$11.2M	Buy	189,574 +109,250	+136%	+$6.29M	4.01%	5
2024 Q1	$4.62M	Buy	80,324 +67,780	+540%	+$3.77M	1.77%	14
2023 Q4	$695K	Buy	+12,544	New	+$646K	0.28%	47

Other funds holding EMXC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 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

Kelly Financial Services's EMXC Position: Q3 2025 in Review

Kelly Financial Services sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2025, closing a stake of 196,978 shares — an estimated $12.4M sold.

Kelly Financial Services first reported a position in EMXC in Q4 2023 and held it in 7 quarters. The position peaked at $12.4M in Q2 2025. 793 funds tracked by Wall St. Rank hold EMXC as of Q3 2025.

Kelly Financial Services reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2025 after selling out during the quarter.
Kelly Financial Services sold 196,978 iShares MSCI Emerging Markets ex China ETF shares in Q3 2025, an estimated $12.4M.
Kelly Financial Services first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and held it in 7 quarters.
Kelly Financial Services's iShares MSCI Emerging Markets ex China ETF position peaked at $12.4M in Q2 2025.
793 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2025.

Based on Kelly Financial Services's 13F filing for Q3 2025, filed 15 Oct 2025.