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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

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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. 670 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.
  • 670 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.