MBT
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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
Q3 		$7.43M Buy
74,980
+937
+1% +$90.7K 1.12% 21
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Montecito Bank & Trust's EMXC Position: Q3 2026 in Review

Montecito Bank & Trust increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 1.3% in Q3 2026, buying an estimated $90.7K and bringing the position to 74,980 shares worth $7.43M. The position accounts for 1.12% of the portfolio, ranked #21.

Montecito Bank & Trust first reported a position in EMXC in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.57M in Q2 2026. 14 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

  • Montecito Bank & Trust held 74,980 shares of iShares MSCI Emerging Markets ex China ETF worth $7.43M as of Q3 2026.
  • Montecito Bank & Trust bought 937 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $90.7K.
  • iShares MSCI Emerging Markets ex China ETF made up 1.12% of Montecito Bank & Trust's portfolio in Q3 2026, its #21 holding.
  • Montecito Bank & Trust first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and has held it in 19 quarters since.
  • Montecito Bank & Trust's iShares MSCI Emerging Markets ex China ETF position peaked at $7.57M in Q2 2026.
  • 14 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.