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Monterey Private Wealth’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Monterey Private Wealth’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
Q1 		$6.85M Buy
124,363
+2,157
+2% +$121K 2.02% 12
2024
Q4 		$6.78M Buy
122,206
+5,842
+5% +$343K 2.23% 11
2024
Q3 		$7.11M Sell
116,364
-294
-0.3% -$17.7K 2.42% 10
2024
Q2 		$6.91M Buy
116,658
+8,837
+8% +$509K 2.58% 10
2024
Q1 		$6.21M Buy
+107,821
New +$6M 2.49% 11

Other funds holding EMXC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Monterey Private Wealth's EMXC Position: Q1 2025 in Review

Monterey Private Wealth increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 1.8% in Q1 2025, buying an estimated $121K and bringing the position to 124,363 shares worth $6.85M. The position accounts for 2.02% of the portfolio, ranked #12.

Monterey Private Wealth first reported a position in EMXC in Q1 2024 and has held it in 5 quarters since. The position peaked at $7.11M in Q3 2024. 868 funds tracked by Wall St. Rank hold EMXC as of Q1 2025.

  • Monterey Private Wealth held 124,363 shares of iShares MSCI Emerging Markets ex China ETF worth $6.85M as of Q1 2025.
  • Monterey Private Wealth bought 2,157 iShares MSCI Emerging Markets ex China ETF shares in Q1 2025, an estimated $121K.
  • iShares MSCI Emerging Markets ex China ETF made up 2.02% of Monterey Private Wealth's portfolio in Q1 2025, its #12 holding.
  • Monterey Private Wealth first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2024 and has held it in 5 quarters since.
  • Monterey Private Wealth's iShares MSCI Emerging Markets ex China ETF position peaked at $7.11M in Q3 2024.
  • 868 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.