Kovitz Investment Group Partners’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-21,437	Closed	-$1.45M	–	704
2025 Q3	$1.45M	Sell	21,437 -488	-2%	-$31.5K	0.01%	742
2025 Q2	$1.38M	Buy	21,925 +869	+4%	+$50.6K	0.01%	718
2025 Q1	$1.16M	Buy	21,056 +13,527	+180%	+$759K	0.01%	702
2024 Q4	$417K	Buy	+7,529	New	+$442K	﹤0.01%	948
2024 Q3	–	Sell	-6,822	Closed	-$404K	–	1067
2024 Q2	$404K	Buy	+6,822	New	+$393K	﹤0.01%	685

Other funds holding EMXC

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

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

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

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

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

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Kovitz Investment Group Partners's EMXC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2025, closing a stake of 21,437 shares — an estimated $1.45M sold.

Kovitz Investment Group Partners first reported a position in EMXC in Q2 2024 and held it in 5 quarters. The position peaked at $1.45M in Q3 2025. 876 funds tracked by Wall St. Rank hold EMXC as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 21,437 iShares MSCI Emerging Markets ex China ETF shares in Q4 2025, an estimated $1.45M.
Kovitz Investment Group Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's iShares MSCI Emerging Markets ex China ETF position peaked at $1.45M in Q3 2025.
876 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.