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United Advisor Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

United Advisor Group’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
Q3 		$339K Buy
+3,426
New +$332K 0.03% 419
2025
Q2 		– Sell
-27,304
Closed -$1.5M – 386
2025
Q1 		$1.5M Buy
27,304
+2,137
+8% +$120K 0.31% 84
2024
Q4 		$1.4M Buy
25,167
+2,251
+10% +$132K 0.28% 86
2024
Q3 		$1.4M Buy
22,916
+994
+5% +$59.7K 0.32% 78
2024
Q2 		$1.3M Buy
+21,922
New +$1.26M 0.4% 64

Other funds holding EMXC

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

United Advisor Group's EMXC Position: Q3 2026 in Review

United Advisor Group opened a new position in iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2026: 3,426 shares worth $339K. The stake represents 0.03% of the portfolio and ranks #419 among its holdings. This is a return to the name: United Advisor Group previously reported a position in EMXC as recently as Q1 2025.

United Advisor Group first reported a position in EMXC in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.5M in Q1 2025. 921 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

  • United Advisor Group held 3,426 shares of iShares MSCI Emerging Markets ex China ETF worth $339K as of Q3 2026.
  • iShares MSCI Emerging Markets ex China ETF was a new United Advisor Group position in Q3 2026.
  • iShares MSCI Emerging Markets ex China ETF made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #419 holding.
  • United Advisor Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and has held it in 5 quarters since.
  • United Advisor Group's iShares MSCI Emerging Markets ex China ETF position peaked at $1.5M in Q1 2025.
  • 921 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.