McCarter Private Wealth Services’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

McCarter Private Wealth Services’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 Q2	$2.38M	Sell	23,231 -6,527	-22%	-$616K	0.82%	37
2026 Q1	$2.34M	Buy	29,758 +7,488	+34%	+$602K	1.02%	27
2025 Q4	$1.62M	Buy	+22,270	New	+$1.58M	0.73%	38

Other funds holding EMXC

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

McCarter Private Wealth Services's EMXC Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 22% in Q2 2026, selling an estimated $616K and leaving 23,231 shares worth $2.38M. The position accounts for 0.82% of the portfolio, ranked #37.

McCarter Private Wealth Services first reported a position in EMXC in Q4 2025 and has held it in 3 quarters since. 1,025 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

McCarter Private Wealth Services held 23,231 shares of iShares MSCI Emerging Markets ex China ETF worth $2.38M as of Q2 2026.
McCarter Private Wealth Services sold 6,527 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $616K.
iShares MSCI Emerging Markets ex China ETF made up 0.82% of McCarter Private Wealth Services's portfolio in Q2 2026, its #37 holding.
McCarter Private Wealth Services first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2025 and has held it in 3 quarters since.
1,025 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.