Lantz Financial’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Lantz Financial’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 Q3	–	Sell	-4,181	Closed	-$264K	–	244
2025 Q2	$264K	Sell	4,181 -27,990	-87%	-$1.63M	0.07%	195
2025 Q1	$1.77M	Sell	32,171 -2,705	-8%	-$152K	0.49%	61
2024 Q4	$1.93M	Buy	34,876 +3,656	+12%	+$215K	0.52%	58
2024 Q3	$1.91M	Buy	31,220 +7,119	+30%	+$427K	0.52%	59
2024 Q2	$1.43M	Buy	24,101 +1,400	+6%	+$80.6K	0.44%	70
2024 Q1	$1.31M	Buy	22,701 +13,576	+149%	+$755K	0.42%	69
2023 Q4	$506K	Buy	+9,125	New	+$470K	0.18%	114

Other funds holding EMXC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 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

Lantz Financial's EMXC Position: Q3 2025 in Review

Lantz Financial sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2025, closing a stake of 4,181 shares — an estimated $264K sold.

Lantz Financial first reported a position in EMXC in Q4 2023 and held it in 7 quarters. The position peaked at $1.93M in Q4 2024. 793 funds tracked by Wall St. Rank hold EMXC as of Q3 2025.

Lantz Financial reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2025 after selling out during the quarter.
Lantz Financial sold 4,181 iShares MSCI Emerging Markets ex China ETF shares in Q3 2025, an estimated $264K.
Lantz Financial first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and held it in 7 quarters.
Lantz Financial's iShares MSCI Emerging Markets ex China ETF position peaked at $1.93M in Q4 2024.
793 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2025.

Based on Lantz Financial's 13F filing for Q3 2025, filed 6 Nov 2025.