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

Mission 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
2026 Q1	$974K	Buy	12,382 +224	+2%	+$18K	0.02%	331
2025 Q4	$884K	Buy	12,158 +53	+0.4%	+$3.76K	0.02%	359
2025 Q3	$817K	Hold	12,105	–	–	0.02%	377
2025 Q2	$764K	Sell	12,105 -1,899	-14%	-$111K	0.02%	376
2025 Q1	$771K	Sell	14,004 -69	-0.5%	-$3.87K	0.02%	360
2024 Q4	$780K	Buy	14,073 +4,421	+46%	+$260K	0.02%	335
2024 Q3	$590K	Buy	9,652 +1,604	+20%	+$96.3K	0.01%	398
2024 Q2	$476K	Buy	8,048 +3,049	+61%	+$176K	0.01%	421
2024 Q1	$288K	Buy	+4,999	New	+$278K	0.01%	570
2022 Q1	–	Sell	-12,480	Closed	-$757K	–	544
2021 Q4	$757K	Buy	12,480 +2,471	+25%	+$150K	0.03%	233
2021 Q3	$607K	Sell	10,009 -626	-6%	-$38.6K	0.03%	253
2021 Q2	$663K	Sell	10,635 -1,035	-9%	-$63.5K	0.04%	236
2021 Q1	$694K	Hold	11,670	–	–	0.04%	202
2020 Q4	$664K	Buy	11,670 +90	+0.8%	+$4.61K	0.04%	190
2020 Q3	$536K	Sell	11,580 -330	-3%	-$15.3K	0.04%	192
2020 Q2	$510K	Hold	11,910	–	–	0.04%	181
2020 Q1	$422K	Buy	+11,910	New	+$544K	0.05%	174

Other funds holding EMXC

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mission Wealth Management's EMXC Position: Q1 2026 in Review

Mission Wealth Management increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 1.8% in Q1 2026, buying an estimated $18K and bringing the position to 12,382 shares worth $974K. The position accounts for 0.02% of the portfolio, ranked #331.

Mission Wealth Management first reported a position in EMXC in Q1 2020 and has held it in 17 quarters since. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Mission Wealth Management held 12,382 shares of iShares MSCI Emerging Markets ex China ETF worth $974K as of Q1 2026.
Mission Wealth Management bought 224 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $18K.
iShares MSCI Emerging Markets ex China ETF made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #331 holding.
Mission Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2020 and has held it in 17 quarters since.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.