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Strategic Wealth Partners’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Strategic Wealth 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 		$1.47M Buy
18,658
+513
+3% +$41.2K 0.1% 123
2025
Q4 		$1.32M Buy
18,145
+129
+0.7% +$9.15K 0.09% 132
2025
Q3 		$1.22M Sell
18,016
-380
-2% -$24.6K 0.09% 144
2025
Q2 		$1.16M Buy
+18,396
New +$1.07M 0.09% 143
2024
Q4 		$810K Buy
14,163
+865
+7% +$50.8K 0.07% 164
2024
Q3 		$813K Buy
13,298
+1,176
+10% +$70.6K 0.08% 160
2024
Q2 		$718K Sell
12,122
-644
-5% -$37.1K 0.07% 165
2024
Q1 		$735K Buy
12,766
+51
+0.4% +$2.84K 0.08% 157
2023
Q4 		$705K Sell
12,715
-544
-4% -$28K 0.09% 155
2023
Q3 		$661K Sell
13,259
-808
-6% -$41.9K 0.09% 177
2023
Q2 		$731K Buy
14,067
+2,447
+21% +$124K 0.09% 174
2023
Q1 		$573K Sell
11,620
-6,905
-37% -$341K 0.09% 165
2022
Q4 		$879K Sell
18,525
-94,001
-84% -$4.48M 0.16% 130
2022
Q3 		$4.98M Buy
112,526
+7,796
+7% +$379K 1.06% 15
2022
Q2 		$5M Buy
104,730
+7,770
+8% +$414K 1.08% 17
2022
Q1 		$5.64M Buy
+96,960
New +$5.75M 1.1% 16

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Wealth Partners's EMXC Position: Q1 2026 in Review

Strategic Wealth Partners increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 2.8% in Q1 2026, buying an estimated $41.2K and bringing the position to 18,658 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #123.

Strategic Wealth Partners first reported a position in EMXC in Q1 2022 and has held it in 16 quarters since. The position peaked at $5.64M in Q1 2022. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • Strategic Wealth Partners held 18,658 shares of iShares MSCI Emerging Markets ex China ETF worth $1.47M as of Q1 2026.
  • Strategic Wealth Partners bought 513 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $41.2K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.1% of Strategic Wealth Partners's portfolio in Q1 2026, its #123 holding.
  • Strategic Wealth Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2022 and has held it in 16 quarters since.
  • Strategic Wealth Partners's iShares MSCI Emerging Markets ex China ETF position peaked at $5.64M in Q1 2022.
  • 926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.