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Montecito Bank & Trust’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Montecito Bank & Trust’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 		$7.57M Buy
74,043
+4,004
+6% +$378K 1.13% 20
2026
Q1 		$5.51M Sell
70,039
-2,025
-3% -$163K 0.91% 29
2025
Q4 		$5.24M Sell
72,064
-727
-1% -$51.6K 0.84% 31
2025
Q3 		$4.91M Buy
+72,791
New +$4.7M 0.76% 30
2025
Q1 		$3.74M Sell
67,882
-5,841
-8% -$328K 0.66% 35
2024
Q4 		$4.09M Sell
73,723
-1,495
-2% -$87.8K 0.71% 32
2024
Q3 		$4.6M Buy
75,218
+4,621
+7% +$277K 0.78% 30
2024
Q2 		$4.18M Sell
70,597
-5,306
-7% -$306K 0.85% 27
2024
Q1 		$4.37M Sell
75,903
-2,938
-4% -$163K 0.87% 27
2023
Q4 		$4.37M Sell
78,841
-1,093
-1% -$56.3K 0.94% 26
2023
Q3 		$3.98M Buy
79,934
+1,776
+2% +$92.2K 0.93% 28
2023
Q2 		$4.06M Buy
78,158
+5,442
+7% +$276K 0.92% 25
2023
Q1 		$3.59M Buy
72,716
+19,651
+37% +$971K 0.86% 29
2022
Q4 		$2.52M Buy
53,065
+14,393
+37% +$686K 0.61% 40
2022
Q3 		$1.71M Buy
38,672
+7,319
+23% +$356K 0.45% 55
2022
Q2 		$1.5M Buy
31,353
+10,480
+50% +$558K 0.36% 67
2022
Q1 		$1.21M Buy
20,873
+5,449
+35% +$323K 0.23% 102
2021
Q4 		$935K Buy
+15,424
New +$938K 0.17% 127

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

Montecito Bank & Trust's EMXC Position: Q2 2026 in Review

Montecito Bank & Trust increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 5.7% in Q2 2026, buying an estimated $378K and bringing the position to 74,043 shares worth $7.57M. The position accounts for 1.13% of the portfolio, ranked #20.

Montecito Bank & Trust first reported a position in EMXC in Q4 2021 and has held it in 18 quarters since. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Montecito Bank & Trust held 74,043 shares of iShares MSCI Emerging Markets ex China ETF worth $7.57M as of Q2 2026.
  • Montecito Bank & Trust bought 4,004 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $378K.
  • iShares MSCI Emerging Markets ex China ETF made up 1.13% of Montecito Bank & Trust's portfolio in Q2 2026, its #20 holding.
  • Montecito Bank & Trust first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.