Merit Financial Group
EMXC icon

Merit Financial Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Merit Financial Group’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
Q3 		$5.56M Sell
56,157
-497
-0.9% -$48.1K 0.03% 436
2026
Q2 		$5.8M Sell
56,654
-4,621
-8% -$436K 0.04% 392
2026
Q1 		$4.82M Sell
61,275
-2,995
-5% -$241K 0.04% 398
2025
Q4 		$4.67M Sell
64,270
-9,288
-13% -$659K 0.04% 373
2025
Q3 		$4.97M Sell
73,558
-71,675
-49% -$4.63M 0.05% 320
2025
Q2 		$9.17M Sell
145,233
-418,513
-74% -$24.4M 0.1% 158
2025
Q1 		$31.1M Buy
563,746
+351,217
+165% +$19.7M 0.47% 43
2024
Q4 		$11.8M Buy
212,529
+124,029
+140% +$7.28M 0.21% 87
2024
Q3 		$5.41M Sell
88,500
-43,182
-33% -$2.59M 0.12% 137
2024
Q2 		$7.8M Buy
131,682
+3,345
+3% +$193K 0.17% 98
2024
Q1 		$7.41M Buy
128,337
+71,555
+126% +$3.98M 0.18% 98
2023
Q4 		$3.15M Buy
+56,782
New +$2.93M 0.1% 141

Other funds holding EMXC

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Merit Financial Group's EMXC Position: Q3 2026 in Review

Merit Financial Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.88% in Q3 2026, selling an estimated $48.1K and leaving 56,157 shares worth $5.56M. The position accounts for 0.03% of the portfolio, ranked #436.

Merit Financial Group first reported a position in EMXC in Q4 2023 and has held it in 12 quarters since. The position peaked at $31.1M in Q1 2025. 921 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

  • Merit Financial Group held 56,157 shares of iShares MSCI Emerging Markets ex China ETF worth $5.56M as of Q3 2026.
  • Merit Financial Group sold 497 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $48.1K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.03% of Merit Financial Group's portfolio in Q3 2026, its #436 holding.
  • Merit Financial Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 12 quarters since.
  • Merit Financial Group's iShares MSCI Emerging Markets ex China ETF position peaked at $31.1M in Q1 2025.
  • 921 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.