KMWM
EMXC icon

Keudell/Morrison Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Keudell/Morrison 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 		$916K Hold
8,953
– – 0.17% 84
2026
Q1 		$704K Sell
8,953
-250
-3% -$20.1K 0.14% 102
2025
Q4 		$669K Buy
+9,203
New +$653K 0.14% 102
2025
Q2 		$576K Hold
9,125
– – 0.13% 109
2025
Q1 		$503K Buy
9,125
+400
+5% +$22.4K 0.12% 110
2024
Q4 		$484K Sell
8,725
-3,585
-29% -$210K 0.13% 110
2024
Q3 		$752K Hold
12,310
– – 0.2% 86
2024
Q2 		$729K Buy
12,310
+1,800
+17% +$104K 0.21% 86
2024
Q1 		$605K Buy
10,510
+150
+1% +$8.35K 0.18% 96
2023
Q4 		$574K Hold
10,360
– – 0.19% 95
2023
Q3 		$516K Sell
10,360
-1,065
-9% -$55.3K 0.16% 96
2023
Q2 		$594K Sell
11,425
-80
-0.7% -$4.05K 0.17% 91
2023
Q1 		$568K Sell
11,505
-280
-2% -$13.8K 0.17% 93
2022
Q4 		$559K Sell
11,785
-7,683
-39% -$366K 0.18% 89
2022
Q3 		$862K Sell
19,468
-1,702
-8% -$82.8K 0.32% 60
2022
Q2 		$1.01M Sell
21,170
-3,505
-14% -$187K 0.37% 60
2022
Q1 		$1.44M Buy
24,675
+1,262
+5% +$74.8K 0.6% 43
2021
Q4 		$1.42M Buy
+23,413
New +$1.42M 0.56% 43

Other funds holding EMXC

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Keudell/Morrison Wealth Management's EMXC Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q2 2026 at 8,953 shares worth $916K. The position accounts for 0.17% of the portfolio, ranked #84.

Keudell/Morrison Wealth Management first reported a position in EMXC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.44M in Q1 2022. 181 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Keudell/Morrison Wealth Management held 8,953 shares of iShares MSCI Emerging Markets ex China ETF worth $916K as of Q2 2026.
  • Keudell/Morrison Wealth Management left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q2 2026.
  • iShares MSCI Emerging Markets ex China ETF made up 0.17% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Keudell/Morrison Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and has held it in 18 quarters since.
  • Keudell/Morrison Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $1.44M in Q1 2022.
  • 181 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.