Live Oak Investment Partners’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Live Oak Investment 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
2026 Q1	$3.87M	Buy	49,261 +1,967	+4%	+$158K	2.29%	14
2025 Q4	$3.44M	Buy	47,294 +7,297	+18%	+$518K	2.11%	13
2025 Q3	$2.7M	Buy	39,997 +4,553	+13%	+$294K	1.79%	15
2025 Q2	$2.24M	Sell	35,444 -521	-1%	-$30.3K	1.72%	17
2025 Q1	$1.98M	Buy	+35,965	New	+$2.02M	1.56%	19
2024 Q4	–	Hold	0	–	–	–	19
2024 Q3	–	Hold	0	–	–	–	18
2024 Q2	–	Hold	0	–	–	–	17
2023 Q4	–	Hold	0	–	–	–	15
2023 Q3	–	Hold	0	–	–	–	21
2023 Q2	–	Hold	0	–	–	–	23
2023 Q1	–	Hold	0	–	–	–	25
2022 Q4	–	Hold	0	–	–	–	28

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

Live Oak Investment Partners's EMXC Position: Q1 2026 in Review

Live Oak Investment Partners increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 4.2% in Q1 2026, buying an estimated $158K and bringing the position to 49,261 shares worth $3.87M. The position accounts for 2.29% of the portfolio, ranked #14.

Live Oak Investment Partners first reported a position in EMXC in Q1 2025 and has held it in 5 quarters since. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Live Oak Investment Partners held 49,261 shares of iShares MSCI Emerging Markets ex China ETF worth $3.87M as of Q1 2026.
Live Oak Investment Partners bought 1,967 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $158K.
iShares MSCI Emerging Markets ex China ETF made up 2.29% of Live Oak Investment Partners's portfolio in Q1 2026, its #14 holding.
Live Oak Investment Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2025 and has held it in 5 quarters since.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.