Swisher Financial Concepts’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Swisher Financial Concepts’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	$707K	Sell	8,990 -316	-3%	-$25.4K	0.4%	40
2025 Q4	$676K	Sell	9,306 -235	-2%	-$16.7K	0.38%	40
2025 Q3	$644K	Sell	9,541 -12,588	-57%	-$814K	0.39%	46
2025 Q2	$1.4M	Sell	22,129 -14,100	-39%	-$821K	0.9%	20
2025 Q1	$2M	Sell	36,229 -28,712	-44%	-$1.61M	1.65%	15
2024 Q4	$3.6M	Sell	64,941 -53,211	-45%	-$3.12M	4.24%	7
2024 Q3	$7.09M	Buy	118,152 +29,473	+33%	+$1.77M	4.47%	8
2024 Q2	$5.26M	Buy	88,679 +3,666	+4%	+$211K	5.33%	5
2024 Q1	$4.92M	Buy	85,013 +35,694	+72%	+$1.99M	4.28%	6
2023 Q4	$2.63M	Buy	+49,319	New	+$2.54M	2.53%	13

Other funds holding EMXC

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Swisher Financial Concepts's EMXC Position: Q1 2026 in Review

Swisher Financial Concepts reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 3.4% in Q1 2026, selling an estimated $25.4K and leaving 8,990 shares worth $707K. The position accounts for 0.4% of the portfolio, ranked #40.

Swisher Financial Concepts first reported a position in EMXC in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.09M in Q3 2024. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Swisher Financial Concepts held 8,990 shares of iShares MSCI Emerging Markets ex China ETF worth $707K as of Q1 2026.
Swisher Financial Concepts sold 316 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $25.4K.
iShares MSCI Emerging Markets ex China ETF made up 0.4% of Swisher Financial Concepts's portfolio in Q1 2026, its #40 holding.
Swisher Financial Concepts first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 10 quarters since.
Swisher Financial Concepts's iShares MSCI Emerging Markets ex China ETF position peaked at $7.09M in Q3 2024.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.