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

SWP Financial’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
2025
Q2 		– Sell
-20,089
Closed -$1.11M – 76
2025
Q1 		$1.11M Sell
20,089
-13,914
-41% -$781K 0.68% 32
2024
Q4 		$1.89M Buy
+34,003
New +$2M 1.14% 24

Other funds holding EMXC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SWP Financial's EMXC Position: Q2 2025 in Review

SWP Financial sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2025, closing a stake of 20,089 shares — an estimated $1.11M sold.

SWP Financial first reported a position in EMXC in Q4 2024 and held it in 2 quarters. The position peaked at $1.89M in Q4 2024. 828 funds tracked by Wall St. Rank hold EMXC as of Q2 2025.

  • SWP Financial reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2025 after selling out during the quarter.
  • SWP Financial sold 20,089 iShares MSCI Emerging Markets ex China ETF shares in Q2 2025, an estimated $1.11M.
  • SWP Financial first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2024 and held it in 2 quarters.
  • SWP Financial's iShares MSCI Emerging Markets ex China ETF position peaked at $1.89M in Q4 2024.
  • 828 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2025.

Based on SWP Financial's 13F filing for Q2 2025, filed 18 Jul 2025.