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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
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 $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Ameriprise
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Montag & Associates's EMXC Position: Q1 2026 in Review

Montag & Associates increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 1,014% in Q1 2026, buying an estimated $3.7M and bringing the position to 50,500 shares worth $3.97M. The position accounts for 0.18% of the portfolio, ranked #111.

Montag & Associates first reported a position in EMXC in Q4 2025 and has held it in 2 quarters since. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • Montag & Associates held 50,500 shares of iShares MSCI Emerging Markets ex China ETF worth $3.97M as of Q1 2026.
  • Montag & Associates bought 45,965 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $3.7M.
  • iShares MSCI Emerging Markets ex China ETF made up 0.18% of Montag & Associates's portfolio in Q1 2026, its #111 holding.
  • Montag & Associates first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2025 and has held it in 2 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.