United Capital Financial Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

United Capital Financial Advisors’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	$1.16M	Buy	14,719 +10,464	+246%	+$841K	0.01%	704
2025 Q4	$309K	Sell	4,255 -27	-0.6%	-$1.92K	﹤0.01%	1152
2025 Q3	$289K	Sell	4,282 -2,060	-32%	-$133K	﹤0.01%	1031
2025 Q2	$400K	Sell	6,342 -581,106	-99%	-$33.8M	﹤0.01%	838
2025 Q1	$32.4M	Sell	587,448 -96,749	-14%	-$5.43M	0.28%	80
2024 Q4	$37.9M	Buy	684,197 +12,939	+2%	+$760K	0.32%	68
2024 Q3	$41M	Buy	671,258 +189,485	+39%	+$11.4M	0.34%	65
2024 Q2	$28.5M	Buy	481,773 +2,497	+0.5%	+$144K	0.25%	85
2024 Q1	$27.6M	Buy	479,276 +289,308	+152%	+$16.1M	0.23%	96
2023 Q4	$10.5M	Buy	+189,968	New	+$9.79M	0.09%	183

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

United Capital Financial Advisors's EMXC Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 246% in Q1 2026, buying an estimated $841K and bringing the position to 14,719 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #704.

United Capital Financial Advisors first reported a position in EMXC in Q4 2023 and has held it in 10 quarters since. The position peaked at $41M in Q3 2024. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

United Capital Financial Advisors held 14,719 shares of iShares MSCI Emerging Markets ex China ETF worth $1.16M as of Q1 2026.
United Capital Financial Advisors bought 10,464 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $841K.
iShares MSCI Emerging Markets ex China ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #704 holding.
United Capital Financial Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 10 quarters since.
United Capital Financial Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $41M in Q3 2024.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.