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

Modera 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 Q2	$980K	Sell	9,582 -332	-3%	-$31.3K	0.01%	349
2026 Q1	$780K	Buy	9,914 +2,115	+27%	+$170K	0.01%	362
2025 Q4	$567K	Sell	7,799 -365	-4%	-$25.9K	0.01%	433
2025 Q3	$551K	Sell	8,164 -1,304	-14%	-$84.3K	0.01%	437
2025 Q2	$598K	Sell	9,468 -200	-2%	-$11.6K	0.01%	414
2025 Q1	$533K	Sell	9,668 -63	-0.6%	-$3.53K	0.01%	417
2024 Q4	$540K	Buy	9,731 +1,037	+12%	+$60.9K	0.01%	423
2024 Q3	$531K	Sell	8,694 -93	-1%	-$5.58K	0.01%	400
2024 Q2	$520K	Buy	8,787 +4,236	+93%	+$244K	0.01%	387
2024 Q1	$262K	Buy	+4,551	New	+$253K	﹤0.01%	503
2022 Q2	–	Sell	-3,690	Closed	-$215K	–	346
2022 Q1	$215K	Hold	3,690	–	–	0.01%	335
2021 Q4	$224K	Hold	3,690	–	–	0.01%	523
2021 Q3	$224K	Buy	3,690 +190	+5%	+$11.7K	0.01%	244
2021 Q2	$218K	Buy	+3,500	New	+$215K	0.01%	227

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

Modera Wealth Management's EMXC Position: Q2 2026 in Review

Modera Wealth Management reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 3.3% in Q2 2026, selling an estimated $31.3K and leaving 9,582 shares worth $980K. The position accounts for 0.01% of the portfolio, ranked #349.

Modera Wealth Management first reported a position in EMXC in Q2 2021 and has held it in 14 quarters since. 1,025 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Modera Wealth Management held 9,582 shares of iShares MSCI Emerging Markets ex China ETF worth $980K as of Q2 2026.
Modera Wealth Management sold 332 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $31.3K.
iShares MSCI Emerging Markets ex China ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #349 holding.
Modera Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2021 and has held it in 14 quarters since.
1,025 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.