Marks Group Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Marks Group Wealth Management’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	-73,521	Closed	-$4.05M	–	302
2025 Q1	$4.05M	Sell	73,521 -7,092	-9%	-$398K	0.39%	85
2024 Q4	$4.47M	Buy	80,613 +2,796	+4%	+$164K	0.44%	84
2024 Q3	$4.76M	Buy	77,817 +17,738	+30%	+$1.06M	0.45%	84
2024 Q2	$3.56M	Buy	60,079 +29,355	+96%	+$1.69M	0.37%	85
2024 Q1	$1.77M	Buy	30,724 +1,248	+4%	+$69.4K	0.18%	132
2023 Q4	$1.63M	Buy	+29,476	New	+$1.52M	0.19%	136

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

Marks Group Wealth Management's EMXC Position: Q2 2025 in Review

Marks Group Wealth Management sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2025, closing a stake of 73,521 shares — an estimated $4.05M sold.

Marks Group Wealth Management first reported a position in EMXC in Q4 2023 and held it in 6 quarters. The position peaked at $4.76M in Q3 2024. 828 funds tracked by Wall St. Rank hold EMXC as of Q2 2025.

Marks Group Wealth Management reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2025 after selling out during the quarter.
Marks Group Wealth Management sold 73,521 iShares MSCI Emerging Markets ex China ETF shares in Q2 2025, an estimated $4.05M.
Marks Group Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and held it in 6 quarters.
Marks Group Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $4.76M in Q3 2024.
828 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2025.

Based on Marks Group Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.