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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
Q2 		$181K Sell
1,765
-7,225
-80% -$682K 0.11% 73
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
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

Swisher Financial Concepts's EMXC Position: Q2 2026 in Review

Swisher Financial Concepts reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 80% in Q2 2026, selling an estimated $682K and leaving 1,765 shares worth $181K. The position accounts for 0.11% of the portfolio, ranked #73.

Swisher Financial Concepts first reported a position in EMXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.09M in Q3 2024. 1,024 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Swisher Financial Concepts held 1,765 shares of iShares MSCI Emerging Markets ex China ETF worth $181K as of Q2 2026.
  • Swisher Financial Concepts sold 7,225 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $682K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.11% of Swisher Financial Concepts's portfolio in Q2 2026, its #73 holding.
  • Swisher Financial Concepts first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 11 quarters since.
  • Swisher Financial Concepts's iShares MSCI Emerging Markets ex China ETF position peaked at $7.09M in Q3 2024.
  • 1,024 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.