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McKinley Carter Wealth Services’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

McKinley Carter 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 		$12.7M Buy
124,567
+214
+0.2% +$20.2K 0.66% 36
2026
Q1 		$9.78M Sell
124,353
-174,854
-58% -$14.1M 0.56% 43
2025
Q4 		$21.7M Sell
299,207
-84,592
-22% -$6M 1.21% 20
2025
Q3 		$25.9M Sell
383,799
-7,231
-2% -$467K 1.36% 16
2025
Q2 		$24.7M Sell
391,030
-55,393
-12% -$3.22M 1.37% 17
2025
Q1 		$24.6M Sell
446,423
-435,717
-49% -$24.4M 1.51% 15
2024
Q4 		$48.9M Buy
882,140
+15,352
+2% +$901K 2.99% 9
2024
Q3 		$53M Sell
866,788
-93,520
-10% -$5.61M 3.2% 9
2024
Q2 		$56.9M Buy
960,308
+42,594
+5% +$2.45M 3.62% 6
2024
Q1 		$52.8M Buy
917,714
+82,711
+10% +$4.6M 3.53% 7
2023
Q4 		$46.3M Buy
835,003
+410,567
+97% +$21.2M 3.39% 7
2023
Q3 		$21.1M Buy
424,436
+3,670
+0.9% +$190K 1.68% 14
2023
Q2 		$21.9M Buy
420,766
+13,871
+3% +$703K 1.64% 14
2023
Q1 		$20.1M Buy
406,895
+29,274
+8% +$1.45M 1.57% 15
2022
Q4 		$17.9M Sell
377,621
-51,401
-12% -$2.45M 1.52% 16
2022
Q3 		$19M Buy
429,022
+30,782
+8% +$1.5M 1.77% 14
2022
Q2 		$19M Buy
398,240
+27,683
+7% +$1.47M 1.68% 14
2022
Q1 		$21.6M Buy
370,557
+43,452
+13% +$2.58M 1.69% 16
2021
Q4 		$19.8M Buy
327,105
+47,178
+17% +$2.87M 1.48% 17
2021
Q3 		$17M Buy
+279,927
New +$17.3M 1.39% 16

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
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

McKinley Carter Wealth Services's EMXC Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.17% in Q2 2026, buying an estimated $20.2K and bringing the position to 124,567 shares worth $12.7M. The position accounts for 0.66% of the portfolio, ranked #36.

McKinley Carter Wealth Services first reported a position in EMXC in Q3 2021 and has held it in 20 quarters since. The position peaked at $56.9M in Q2 2024. 1,021 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • McKinley Carter Wealth Services held 124,567 shares of iShares MSCI Emerging Markets ex China ETF worth $12.7M as of Q2 2026.
  • McKinley Carter Wealth Services bought 214 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $20.2K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.66% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #36 holding.
  • McKinley Carter Wealth Services first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2021 and has held it in 20 quarters since.
  • McKinley Carter Wealth Services's iShares MSCI Emerging Markets ex China ETF position peaked at $56.9M in Q2 2024.
  • 1,021 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.