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Summit Trail Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Summit Trail Advisors’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 		$709K Sell
9,010
-6,612
-42% -$532K 0.01% 1052
2025
Q4 		$1.14M Hold
15,622
– – 0.02% 740
2025
Q3 		$1.05M Buy
15,622
+5,490
+54% +$355K 0.01% 802
2025
Q2 		$640K Buy
10,132
+410
+4% +$23.9K 0.01% 639
2025
Q1 		$536K Hold
9,722
– – 0.02% 246
2024
Q4 		$539K Buy
+9,722
New +$571K 0.02% 206

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

Summit Trail Advisors's EMXC Position: Q1 2026 in Review

Summit Trail Advisors reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 42% in Q1 2026, selling an estimated $532K and leaving 9,010 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #1052.

Summit Trail Advisors first reported a position in EMXC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q4 2025. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • Summit Trail Advisors held 9,010 shares of iShares MSCI Emerging Markets ex China ETF worth $709K as of Q1 2026.
  • Summit Trail Advisors sold 6,612 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $532K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1052 holding.
  • Summit Trail Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2024 and has held it in 6 quarters since.
  • Summit Trail Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $1.14M in Q4 2025.
  • 926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.