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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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. 1,021 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.
1,021 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.