MSWA
EMXC icon

Marshall & Sterling Wealth Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Marshall & Sterling Wealth 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
2025
Q3 		– Sell
-3
Closed -$98 – 655
2025
Q2 		$98 Buy
3
+2
+200% +$116 ﹤0.01% 626
2025
Q1 		$85 Sell
1
-57
-98% -$3.2K ﹤0.01% 634
2024
Q4 		$3.22K Buy
+58
New +$3.4K ﹤0.01% 283

Other funds holding EMXC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Teacher Retirement System of Texas
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

Marshall & Sterling Wealth Advisors's EMXC Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2025, closing a stake of 3 shares — an estimated $98 sold.

Marshall & Sterling Wealth Advisors first reported a position in EMXC in Q4 2024 and held it in 3 quarters. The position peaked at $3.22K in Q4 2024. 793 funds tracked by Wall St. Rank hold EMXC as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 3 iShares MSCI Emerging Markets ex China ETF shares in Q3 2025, an estimated $98.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2024 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $3.22K in Q4 2024.
  • 793 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.