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

Legacy Financial Advisors’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 		$2.38M Sell
30,223
-21,268
-41% -$1.71M 0.33% 48
2025
Q4 		$3.74M Sell
51,491
-2,333
-4% -$165K 0.52% 31
2025
Q3 		$3.63M Sell
53,824
-2,880
-5% -$186K 0.5% 31
2025
Q2 		$3.58M Sell
56,704
-2,293
-4% -$133K 0.56% 29
2025
Q1 		$3.25M Sell
58,997
-1,012
-2% -$56.8K 0.54% 28
2024
Q4 		$3.33M Sell
60,009
-1,547
-3% -$90.8K 0.55% 30
2024
Q3 		$3.76M Sell
61,556
-1,241
-2% -$74.5K 0.63% 26
2024
Q2 		$3.72M Sell
62,797
-1,481
-2% -$85.3K 0.66% 24
2024
Q1 		$3.7M Sell
64,278
-2,181
-3% -$121K 0.66% 25
2023
Q4 		$3.68M Sell
66,459
-21,251
-24% -$1.09M 0.71% 22
2023
Q3 		$4.37M Sell
87,710
-16,323
-16% -$847K 0.87% 18
2023
Q2 		$5.41M Sell
104,033
-229,851
-69% -$11.6M 1.01% 17
2023
Q1 		$16.5M Sell
333,884
-8,655
-3% -$427K 3.37% 7
2022
Q4 		$16.3M Buy
+342,539
New +$16.3M 3.5% 6

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Financial Advisors's EMXC Position: Q1 2026 in Review

Legacy Financial Advisors reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 41% in Q1 2026, selling an estimated $1.71M and leaving 30,223 shares worth $2.38M. The position accounts for 0.33% of the portfolio, ranked #48.

Legacy Financial Advisors first reported a position in EMXC in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.5M in Q1 2023. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • Legacy Financial Advisors held 30,223 shares of iShares MSCI Emerging Markets ex China ETF worth $2.38M as of Q1 2026.
  • Legacy Financial Advisors sold 21,268 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $1.71M.
  • iShares MSCI Emerging Markets ex China ETF made up 0.33% of Legacy Financial Advisors's portfolio in Q1 2026, its #48 holding.
  • Legacy Financial Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2022 and has held it in 14 quarters since.
  • Legacy Financial Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $16.5M in Q1 2023.
  • 926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.