SageView Advisory Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

SageView Advisory Group’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 Q4	$3.45M	Sell	47,516 -10,957	-19%	-$777K	0.12%	105
2025 Q3	$3.95M	Sell	58,473 -13,247	-18%	-$856K	0.14%	100
2025 Q2	$4.54M	Buy	71,720 +5,391	+8%	+$314K	0.17%	70
2025 Q1	$3.65M	Buy	66,329 +9,847	+17%	+$552K	0.16%	73
2024 Q4	$3.13M	Buy	56,482 +51,306	+991%	+$3.01M	0.13%	85
2024 Q3	$316K	Sell	5,176 -1,399	-21%	-$84K	0.02%	379
2024 Q2	$389K	Buy	+6,575	New	+$379K	0.02%	380
2024 Q1	–	Sell	-4,429	Closed	-$241K	–	579
2023 Q4	$241K	Buy	+4,429	New	+$228K	0.01%	576
2023 Q3	–	Sell	-17,914	Closed	-$931K	–	528
2023 Q2	$931K	Buy	+17,914	New	+$908K	0.05%	238

Other funds holding EMXC

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

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

BlackRock New York $5.72T AUM 30.48% 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

SageView Advisory Group's EMXC Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 19% in Q4 2025, selling an estimated $777K and leaving 47,516 shares worth $3.45M. The position accounts for 0.12% of the portfolio, ranked #105.

SageView Advisory Group first reported a position in EMXC in Q2 2023 and has held it in 9 quarters since. The position peaked at $4.54M in Q2 2025. 872 funds tracked by Wall St. Rank hold EMXC as of Q4 2025.

SageView Advisory Group held 47,516 shares of iShares MSCI Emerging Markets ex China ETF worth $3.45M as of Q4 2025.
SageView Advisory Group sold 10,957 iShares MSCI Emerging Markets ex China ETF shares in Q4 2025, an estimated $777K.
iShares MSCI Emerging Markets ex China ETF made up 0.12% of SageView Advisory Group's portfolio in Q4 2025, its #105 holding.
SageView Advisory Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and has held it in 9 quarters since.
SageView Advisory Group's iShares MSCI Emerging Markets ex China ETF position peaked at $4.54M in Q2 2025.
872 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.