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

Root Financial Partners’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	$522K	Sell	6,638 -1,260	-16%	-$101K	0.02%	155
2025 Q4	$574K	Sell	7,898 -293	-4%	-$20.8K	0.03%	147
2025 Q3	$553K	Buy	+8,191	New	+$529K	0.03%	134
2025 Q2	–	Sell	-5,685	Closed	-$313K	–	258
2025 Q1	$313K	Buy	5,685 +274	+5%	+$15.4K	0.03%	150
2024 Q4	$300K	Sell	5,411 -1,885	-26%	-$111K	0.04%	156
2024 Q3	$446K	Sell	7,296 -2,402	-25%	-$144K	0.07%	101
2024 Q2	$574K	Buy	9,698 +1,105	+13%	+$63.6K	0.13%	63
2024 Q1	$495K	Buy	8,593 +2,134	+33%	+$119K	0.15%	56
2023 Q4	$358K	Buy	6,459 +1,170	+22%	+$60.3K	0.13%	59
2023 Q3	$264K	Buy	5,289 +136	+3%	+$7.06K	0.14%	57
2023 Q2	$268K	Sell	5,153 -68	-1%	-$3.45K	0.16%	55
2023 Q1	$258K	Buy	+5,221	New	+$258K	0.18%	57

Other funds holding EMXC

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Root Financial Partners's EMXC Position: Q1 2026 in Review

Root Financial Partners reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 16% in Q1 2026, selling an estimated $101K and leaving 6,638 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #155.

Root Financial Partners first reported a position in EMXC in Q1 2023 and has held it in 12 quarters since. The position peaked at $574K in Q2 2024. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Root Financial Partners held 6,638 shares of iShares MSCI Emerging Markets ex China ETF worth $522K as of Q1 2026.
Root Financial Partners sold 1,260 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $101K.
iShares MSCI Emerging Markets ex China ETF made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #155 holding.
Root Financial Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2023 and has held it in 12 quarters since.
Root Financial Partners's iShares MSCI Emerging Markets ex China ETF position peaked at $574K in Q2 2024.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.