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

Sovereign Financial 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 Q3	–	Sell	-12,313	Closed	-$777K	–	335
2025 Q2	$777K	Buy	12,313 +452	+4%	+$26.3K	0.16%	119
2025 Q1	$653K	Sell	11,861 -3,341	-22%	-$187K	0.15%	128
2024 Q4	$843K	Buy	15,202 +103	+0.7%	+$6.05K	0.19%	102
2024 Q3	$923K	Buy	15,099 +4,326	+40%	+$260K	0.22%	89
2024 Q2	$638K	Buy	10,773 +3,265	+43%	+$188K	0.16%	118
2024 Q1	$432K	Buy	7,508 +3,804	+103%	+$212K	0.11%	171
2023 Q4	$205K	Buy	+3,704	New	+$191K	0.06%	234

Other funds holding EMXC

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 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 $8.81B AUM 22.47% 1-Year Est. Return

Sovereign Financial Group's EMXC Position: Q3 2025 in Review

Sovereign Financial Group sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2025, closing a stake of 12,313 shares — an estimated $777K sold.

Sovereign Financial Group first reported a position in EMXC in Q4 2023 and held it in 7 quarters. The position peaked at $923K in Q3 2024. 790 funds tracked by Wall St. Rank hold EMXC as of Q3 2025.

Sovereign Financial Group reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2025 after selling out during the quarter.
Sovereign Financial Group sold 12,313 iShares MSCI Emerging Markets ex China ETF shares in Q3 2025, an estimated $777K.
Sovereign Financial Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and held it in 7 quarters.
Sovereign Financial Group's iShares MSCI Emerging Markets ex China ETF position peaked at $923K in Q3 2024.
790 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2025.

Based on Sovereign Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.