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Montag & Associates’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Montag & Associates’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 		$2.4M Sell
23,475
-27,025
-54% -$2.55M 0.1% 155
2026
Q1 		$3.97M Buy
50,500
+45,965
+1,014% +$3.7M 0.18% 111
2025
Q4 		$330K Buy
+4,535
New +$322K 0.02% 346

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Montag & Associates's EMXC Position: Q2 2026 in Review

Montag & Associates reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 54% in Q2 2026, selling an estimated $2.55M and leaving 23,475 shares worth $2.4M. The position accounts for 0.1% of the portfolio, ranked #155.

Montag & Associates first reported a position in EMXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.97M in Q1 2026. 1,021 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Montag & Associates held 23,475 shares of iShares MSCI Emerging Markets ex China ETF worth $2.4M as of Q2 2026.
  • Montag & Associates sold 27,025 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $2.55M.
  • iShares MSCI Emerging Markets ex China ETF made up 0.1% of Montag & Associates's portfolio in Q2 2026, its #155 holding.
  • Montag & Associates first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2025 and has held it in 3 quarters since.
  • Montag & Associates's iShares MSCI Emerging Markets ex China ETF position peaked at $3.97M in Q1 2026.
  • 1,021 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.