Synergy Investment Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Synergy Investment Management’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	$94K	Buy	919 +2	+0.2%	+$189	0.02%	278
2026 Q1	$72.2K	Buy	+917	New	+$73.7K	0.02%	239
2025 Q2	–	Sell	-56,974	Closed	-$3.14M	–	224
2025 Q1	$3.14M	Buy	56,974 +3,786	+7%	+$212K	1.31%	17
2024 Q4	$2.95M	Buy	+53,188	New	+$3.12M	1.27%	18

Other funds holding EMXC

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Synergy Investment Management's EMXC Position: Q2 2026 in Review

Synergy Investment Management increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.22% in Q2 2026, buying an estimated $189 and bringing the position to 919 shares worth $94K. The position accounts for 0.02% of the portfolio, ranked #278.

Synergy Investment Management first reported a position in EMXC in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.14M in Q1 2025. 1,018 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Synergy Investment Management held 919 shares of iShares MSCI Emerging Markets ex China ETF worth $94K as of Q2 2026.
Synergy Investment Management bought 2 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $189.
iShares MSCI Emerging Markets ex China ETF made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #278 holding.
Synergy Investment Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2024 and has held it in 4 quarters since.
Synergy Investment Management's iShares MSCI Emerging Markets ex China ETF position peaked at $3.14M in Q1 2025.
1,018 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.