Walter & Keenan Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Walter & Keenan 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 Q2	$2.75M	Hold	26,835	–	–	0.68%	37
2026 Q1	$2.11M	Hold	26,835	–	–	0.59%	44
2025 Q4	$1.95M	Buy	26,835 +82	+0.3%	+$5.82K	0.52%	48
2025 Q3	$1.81M	Buy	26,753 +386	+1%	+$24.9K	0.5%	54
2025 Q2	$1.66M	Hold	26,367	–	–	0.48%	54
2025 Q1	$1.45M	Hold	26,367	–	–	0.44%	60
2024 Q4	$1.46M	Buy	26,367 +78	+0.3%	+$4.58K	0.44%	62
2024 Q3	$1.61M	Sell	26,289 -118	-0.4%	-$7.08K	0.49%	56
2024 Q2	$1.56M	Buy	+26,407	New	+$1.52M	0.5%	55

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

Walter & Keenan Wealth Management's EMXC Position: Q2 2026 in Review

Walter & Keenan Wealth Management held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q2 2026 at 26,835 shares worth $2.75M. The position accounts for 0.68% of the portfolio, ranked #37.

Walter & Keenan Wealth Management first reported a position in EMXC in Q2 2024 and has held it in 9 quarters since. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Walter & Keenan Wealth Management held 26,835 shares of iShares MSCI Emerging Markets ex China ETF worth $2.75M as of Q2 2026.
Walter & Keenan Wealth Management left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ex China ETF made up 0.68% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #37 holding.
Walter & Keenan Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and has held it in 9 quarters since.
1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.