Patriot Financial Group Insurance Agency’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-14,320	Closed	-$789K	–	545
2025 Q1	$789K	Sell	14,320 -3,148	-18%	-$177K	0.11%	218
2024 Q4	$969K	Buy	17,468 +1,373	+9%	+$80.6K	0.13%	182
2024 Q3	$984K	Buy	16,095 +5,151	+47%	+$309K	0.13%	186
2024 Q2	$648K	Buy	10,944 +2,884	+36%	+$166K	0.1%	232
2024 Q1	$464K	Buy	+8,060	New	+$448K	0.07%	280
2022 Q3	–	Sell	-444	Closed	-$21K	–	853
2022 Q2	$21K	Buy	444 +15	+3%	+$799	﹤0.01%	987
2022 Q1	$25K	Hold	429	–	–	﹤0.01%	1003
2021 Q4	$26K	Buy	+429	New	+$26.1K	﹤0.01%	1102

Other funds holding EMXC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EMXC Position: Q2 2025 in Review

Patriot Financial Group Insurance Agency sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2025, closing a stake of 14,320 shares — an estimated $789K sold.

Patriot Financial Group Insurance Agency first reported a position in EMXC in Q4 2021 and held it in 8 quarters. The position peaked at $984K in Q3 2024. 828 funds tracked by Wall St. Rank hold EMXC as of Q2 2025.

Patriot Financial Group Insurance Agency reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2025 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 14,320 iShares MSCI Emerging Markets ex China ETF shares in Q2 2025, an estimated $789K.
Patriot Financial Group Insurance Agency first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's iShares MSCI Emerging Markets ex China ETF position peaked at $984K in Q3 2024.
828 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2025, filed 21 Jul 2025.