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Oregon Pacific Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Oregon Pacific Wealth Management’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
Q4 		– Sell
-2,969
Closed -$200K – 124
2025
Q3 		$200K Sell
2,969
-257
-8% -$16.6K 0.17% 136
2025
Q2 		$204K Buy
+3,226
New +$188K 0.19% 126

Other funds holding EMXC

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
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Oregon Pacific Wealth Management's EMXC Position: Q4 2025 in Review

Oregon Pacific Wealth Management sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q4 2025, closing a stake of 2,969 shares — an estimated $200K sold.

Oregon Pacific Wealth Management first reported a position in EMXC in Q2 2025 and held it in 2 quarters. The position peaked at $204K in Q2 2025. 872 funds tracked by Wall St. Rank hold EMXC as of Q4 2025.

  • Oregon Pacific Wealth Management reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q4 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 2,969 iShares MSCI Emerging Markets ex China ETF shares in Q4 2025, an estimated $200K.
  • Oregon Pacific Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2025 and held it in 2 quarters.
  • Oregon Pacific Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $204K in Q2 2025.
  • 872 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.