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

Sowell Financial Services’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 Q2	$397K	Sell	3,884 -2,611	-40%	-$246K	0.01%	749
2026 Q1	$511K	Sell	6,495 -911	-12%	-$73.3K	0.02%	628
2025 Q4	$538K	Hold	7,406	–	–	0.02%	619
2025 Q3	$500K	Sell	7,406 -12	-0.2%	-$776	0.02%	628
2025 Q2	$468K	Sell	7,418 -4,421	-37%	-$257K	0.02%	628
2025 Q1	$652K	Sell	11,839 -195	-2%	-$10.9K	0.03%	522
2024 Q4	$667K	Buy	+12,034	New	+$706K	0.04%	375
2023 Q3	–	Sell	-30,824	Closed	-$1.6M	–	528
2023 Q2	$1.6M	Buy	+30,824	New	+$1.56M	0.09%	255

Other funds holding EMXC

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Sowell Financial Services's EMXC Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 40% in Q2 2026, selling an estimated $246K and leaving 3,884 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #749.

Sowell Financial Services first reported a position in EMXC in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.6M in Q2 2023. 1,018 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Sowell Financial Services held 3,884 shares of iShares MSCI Emerging Markets ex China ETF worth $397K as of Q2 2026.
Sowell Financial Services sold 2,611 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $246K.
iShares MSCI Emerging Markets ex China ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #749 holding.
Sowell Financial Services first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and has held it in 8 quarters since.
Sowell Financial Services's iShares MSCI Emerging Markets ex China ETF position peaked at $1.6M in Q2 2023.
1,018 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.