Lake Street Private Wealth’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Lake Street Private Wealth’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 Q2	–	Sell	-9,269	Closed	-$511K	–	264
2025 Q1	$511K	Sell	9,269 -98,988	-91%	-$5.55M	0.08%	153
2024 Q4	$6M	Sell	108,257 -17,909	-14%	-$1.05M	0.96%	27
2024 Q3	$7.71M	Sell	126,166 -3,380	-3%	-$203K	1.24%	14
2024 Q2	$7.67M	Buy	129,546 +668	+0.5%	+$38.5K	0.99%	19
2024 Q1	$7.42M	Sell	128,878 -24,946	-16%	-$1.39M	1.02%	18
2023 Q4	$8.52M	Buy	153,824 +4,634	+3%	+$239K	1.34%	13
2023 Q3	$7.45M	Buy	149,190 +38,391	+35%	+$1.99M	1.34%	13
2023 Q2	$5.76M	Buy	110,799 +1,433	+1%	+$72.6K	1.01%	18
2023 Q1	$5.4M	Buy	109,366 +14,940	+16%	+$738K	1.01%	22
2022 Q4	$4.48M	Buy	94,426 +35,513	+60%	+$1.69M	0.93%	24
2022 Q3	$2.61M	Sell	58,913 -5,297	-8%	-$258K	0.6%	46
2022 Q2	$3.07M	Buy	64,210 +2,484	+4%	+$132K	0.65%	46
2022 Q1	$3.59M	Buy	61,726 +9,354	+18%	+$554K	0.64%	36
2021 Q4	$3.17M	Buy	+52,372	New	+$3.19M	0.56%	47

Other funds holding EMXC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lake Street Private Wealth's EMXC Position: Q2 2025 in Review

Lake Street Private Wealth sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2025, closing a stake of 9,269 shares — an estimated $511K sold.

Lake Street Private Wealth first reported a position in EMXC in Q4 2021 and held it in 14 quarters. The position peaked at $8.52M in Q4 2023. 828 funds tracked by Wall St. Rank hold EMXC as of Q2 2025.

Lake Street Private Wealth reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2025 after selling out during the quarter.
Lake Street Private Wealth sold 9,269 iShares MSCI Emerging Markets ex China ETF shares in Q2 2025, an estimated $511K.
Lake Street Private Wealth first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and held it in 14 quarters.
Lake Street Private Wealth's iShares MSCI Emerging Markets ex China ETF position peaked at $8.52M in Q4 2023.
828 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2025.

Based on Lake Street Private Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.