Wambolt & Associates’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Wambolt & Associates’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
2025 Q2	$9.14M	Sell	144,479 -3,910	-3%	-$228K	3.08%	4
2025 Q1	$8.22M	Buy	148,389 +6,664	+5%	+$374K	2.79%	4
2024 Q4	$7.86M	Sell	141,725 -21,223	-13%	-$1.25M	2.51%	4
2024 Q3	$9.89M	Buy	162,948 +25,345	+18%	+$1.52M	2.7%	4
2024 Q2	$8.15M	Buy	137,603 +19,844	+17%	+$1.14M	2.37%	4
2024 Q1	$6.76M	Buy	117,759 +59,379	+102%	+$3.3M	2.02%	5
2023 Q4	$3.23M	Buy	+58,380	New	+$3.01M	1.06%	20

Other funds holding EMXC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wambolt & Associates's EMXC Position: Q2 2025 in Review

Wambolt & Associates reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 2.6% in Q2 2025, selling an estimated $228K and leaving 144,479 shares worth $9.14M. The position accounts for 3.08% of the portfolio, ranked #4.

Wambolt & Associates first reported a position in EMXC in Q4 2023 and has held it in 7 quarters since. The position peaked at $9.89M in Q3 2024. 828 funds tracked by Wall St. Rank hold EMXC as of Q2 2025.

Wambolt & Associates held 144,479 shares of iShares MSCI Emerging Markets ex China ETF worth $9.14M as of Q2 2025.
Wambolt & Associates sold 3,910 iShares MSCI Emerging Markets ex China ETF shares in Q2 2025, an estimated $228K.
iShares MSCI Emerging Markets ex China ETF made up 3.08% of Wambolt & Associates's portfolio in Q2 2025, its #4 holding.
Wambolt & Associates first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 7 quarters since.
Wambolt & Associates's iShares MSCI Emerging Markets ex China ETF position peaked at $9.89M in Q3 2024.
828 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.