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

PBMares 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 Q3	$919K	Buy	13,606 +1,620	+14%	+$105K	0.15%	80
2025 Q2	$757K	Sell	11,986 -70	-0.6%	-$4.08K	0.14%	84
2025 Q1	$664K	Buy	12,056 +93	+0.8%	+$5.22K	0.13%	89
2024 Q4	$663K	Buy	11,963 +70	+0.6%	+$4.11K	0.14%	90
2024 Q3	$727K	Buy	11,893 +7,711	+184%	+$463K	0.15%	86
2024 Q2	$248K	Buy	+4,182	New	+$241K	0.06%	160

Other funds holding EMXC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 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

PBMares Wealth Management's EMXC Position: Q3 2025 in Review

PBMares Wealth Management increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 14% in Q3 2025, buying an estimated $105K and bringing the position to 13,606 shares worth $919K. The position accounts for 0.15% of the portfolio, ranked #80.

PBMares Wealth Management first reported a position in EMXC in Q2 2024 and has held it in 6 quarters since. 793 funds tracked by Wall St. Rank hold EMXC as of Q3 2025.

PBMares Wealth Management held 13,606 shares of iShares MSCI Emerging Markets ex China ETF worth $919K as of Q3 2025.
PBMares Wealth Management bought 1,620 iShares MSCI Emerging Markets ex China ETF shares in Q3 2025, an estimated $105K.
iShares MSCI Emerging Markets ex China ETF made up 0.15% of PBMares Wealth Management's portfolio in Q3 2025, its #80 holding.
PBMares Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and has held it in 6 quarters since.
793 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.