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

Modern 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
2025
Q2 		– Sell
-33,575
Closed -$1.85M – 782
2025
Q1 		$1.85M Buy
33,575
+6,905
+26% +$387K 0.06% 218
2024
Q4 		$1.48M Buy
26,670
+18,010
+208% +$1.06M 0.06% 216
2024
Q3 		$529K Buy
8,660
+3,175
+58% +$191K 0.03% 247
2024
Q2 		$325K Buy
+5,485
New +$316K 0.02% 293

Other funds holding EMXC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Modern Wealth Management's EMXC Position: Q2 2025 in Review

Modern Wealth Management sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2025, closing a stake of 33,575 shares — an estimated $1.85M sold.

Modern Wealth Management first reported a position in EMXC in Q2 2024 and held it in 4 quarters. The position peaked at $1.85M in Q1 2025. 828 funds tracked by Wall St. Rank hold EMXC as of Q2 2025.

  • Modern Wealth Management reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2025 after selling out during the quarter.
  • Modern Wealth Management sold 33,575 iShares MSCI Emerging Markets ex China ETF shares in Q2 2025, an estimated $1.85M.
  • Modern Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and held it in 4 quarters.
  • Modern Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $1.85M in Q1 2025.
  • 828 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2025.

Based on Modern Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.