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 Q3	$348K	Sell	3,510 -19	-0.5%	-$1.84K	0.01%	290
2026 Q2	$361K	Sell	3,529 -3,109	-47%	-$293K	0.01%	248
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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Root Financial Partners's EMXC Position: Q3 2026 in Review

Root Financial Partners reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.54% in Q3 2026, selling an estimated $1.84K and leaving 3,510 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #290.

Root Financial Partners first reported a position in EMXC in Q1 2023 and has held it in 14 quarters since. The position peaked at $574K in Q2 2024. 661 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

Root Financial Partners held 3,510 shares of iShares MSCI Emerging Markets ex China ETF worth $348K as of Q3 2026.
Root Financial Partners sold 19 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $1.84K.
iShares MSCI Emerging Markets ex China ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #290 holding.
Root Financial Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2023 and has held it in 14 quarters since.
Root Financial Partners's iShares MSCI Emerging Markets ex China ETF position peaked at $574K in Q2 2024.
661 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.