Keystone Financial Services (Colorado)’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Keystone Financial Services (Colorado)’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	$278K	Sell	3,536 -1,448	-29%	-$116K	0.08%	90
2025 Q4	$362K	Sell	4,984 -837	-14%	-$59.4K	0.11%	78
2025 Q3	$393K	Sell	5,821 -969	-14%	-$62.6K	0.12%	74
2025 Q2	$429K	Sell	6,790 -104,333	-94%	-$6.07M	0.15%	68
2025 Q1	$6.12M	Sell	111,123 -17,977	-14%	-$1.01M	2.33%	10
2024 Q4	$7.16M	Buy	129,100 +2,879	+2%	+$169K	2.74%	10
2024 Q3	$7.71M	Buy	126,221 +34,682	+38%	+$2.08M	2.99%	9
2024 Q2	$5.42M	Buy	91,539 +12,086	+15%	+$696K	2.25%	12
2024 Q1	$4.57M	Buy	79,453 +36,566	+85%	+$2.03M	2%	11
2023 Q4	$2.38M	Buy	+42,887	New	+$2.21M	1.12%	16

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

Keystone Financial Services (Colorado)'s EMXC Position: Q1 2026 in Review

Keystone Financial Services (Colorado) reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 29% in Q1 2026, selling an estimated $116K and leaving 3,536 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #90.

Keystone Financial Services (Colorado) first reported a position in EMXC in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.71M in Q3 2024. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Keystone Financial Services (Colorado) held 3,536 shares of iShares MSCI Emerging Markets ex China ETF worth $278K as of Q1 2026.
Keystone Financial Services (Colorado) sold 1,448 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $116K.
iShares MSCI Emerging Markets ex China ETF made up 0.08% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #90 holding.
Keystone Financial Services (Colorado) first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 10 quarters since.
Keystone Financial Services (Colorado)'s iShares MSCI Emerging Markets ex China ETF position peaked at $7.71M in Q3 2024.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.