Tradition Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Tradition Wealth 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 Q1	$29.7M	Buy	378,148 +70,984	+23%	+$5.71M	2.12%	6
2025 Q4	$22.3M	Buy	307,164 +3,231	+1%	+$229K	1.6%	10
2025 Q3	$20.5M	Buy	303,933 +20,945	+7%	+$1.35M	1.52%	16
2025 Q2	$17.9M	Sell	282,988 -27,968	-9%	-$1.63M	1.43%	16
2025 Q1	$17.1M	Buy	310,956 +8,542	+3%	+$479K	1.51%	14
2024 Q4	$16.8M	Buy	302,414 +12,401	+4%	+$728K	1.48%	20
2024 Q3	$17.7M	Buy	290,013 +20,062	+7%	+$1.2M	1.58%	16
2024 Q2	$16M	Buy	269,951 +31,325	+13%	+$1.8M	1.54%	19
2024 Q1	$13.7M	Buy	+238,626	New	+$13.3M	1.39%	19
2022 Q2	–	Sell	-11,825	Closed	-$688K	–	1096
2022 Q1	$688K	Buy	+11,825	New	+$701K	0.09%	157

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

Tradition Wealth Management's EMXC Position: Q1 2026 in Review

Tradition Wealth Management increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 23% in Q1 2026, buying an estimated $5.71M and bringing the position to 378,148 shares worth $29.7M. The position accounts for 2.12% of the portfolio, ranked #6.

Tradition Wealth Management first reported a position in EMXC in Q1 2022 and has held it in 10 quarters since. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Tradition Wealth Management held 378,148 shares of iShares MSCI Emerging Markets ex China ETF worth $29.7M as of Q1 2026.
Tradition Wealth Management bought 70,984 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $5.71M.
iShares MSCI Emerging Markets ex China ETF made up 2.12% of Tradition Wealth Management's portfolio in Q1 2026, its #6 holding.
Tradition Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2022 and has held it in 10 quarters since.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.