United Capital Financial Advisors
EMXC icon

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
Q2 		$1.7M Buy
16,658
+1,939
+13% +$183K 0.01% 621
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

United Capital Financial Advisors's EMXC Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 13% in Q2 2026, buying an estimated $183K and bringing the position to 16,658 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #621.

United Capital Financial Advisors first reported a position in EMXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $41M in Q3 2024. 1,025 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • United Capital Financial Advisors held 16,658 shares of iShares MSCI Emerging Markets ex China ETF worth $1.7M as of Q2 2026.
  • United Capital Financial Advisors bought 1,939 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $183K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #621 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 11 quarters since.
  • United Capital Financial Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $41M in Q3 2024.
  • 1,025 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.