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Phoenix Financial’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Phoenix Financial’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
Q1 		$400K Hold
5,082
– – ﹤0.01% 340
2025
Q4 		$369K Buy
5,082
+1,150
+29% +$81.6K ﹤0.01% 343
2025
Q3 		$265K Buy
3,932
+741
+23% +$47.9K ﹤0.01% 404
2025
Q2 		$201K Sell
3,191
-6,077
-66% -$354K ﹤0.01% 408
2025
Q1 		$511K Sell
9,268
-6,671
-42% -$374K 0.01% 256
2024
Q4 		$884K Buy
15,939
+998
+7% +$58.6K 0.01% 228
2024
Q3 		$913K Buy
14,941
+170
+1% +$10.2K 0.01% 222
2024
Q2 		$874K Sell
14,771
-5,948
-29% -$343K 0.01% 223
2024
Q1 		$1.19M Sell
20,719
-6,989
-25% -$389K 0.02% 220
2023
Q4 		$1.54M Sell
27,708
-263
-0.9% -$13.6K 0.03% 203
2023
Q3 		$1.39M Sell
27,971
-2,267
-7% -$118K 0.03% 209
2023
Q2 		$1.57M Buy
+30,238
New +$1.53M 0.03% 180

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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 $609B AUM 40.19% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Phoenix Financial's EMXC Position: Q1 2026 in Review

Phoenix Financial held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q1 2026 at 5,082 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Phoenix Financial first reported a position in EMXC in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.57M in Q2 2023. 928 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • Phoenix Financial held 5,082 shares of iShares MSCI Emerging Markets ex China ETF worth $400K as of Q1 2026.
  • Phoenix Financial left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q1 2026.
  • iShares MSCI Emerging Markets ex China ETF made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #340 holding.
  • Phoenix Financial first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and has held it in 12 quarters since.
  • Phoenix Financial's iShares MSCI Emerging Markets ex China ETF position peaked at $1.57M in Q2 2023.
  • 928 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.