Watershed Private Wealth’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Watershed Private Wealth’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	$708K	Sell	6,920 -1,610	-19%	-$152K	0.2%	64
2026 Q1	$671K	Sell	8,530 -820	-9%	-$65.9K	0.21%	66
2025 Q4	$680K	Sell	9,350 -159	-2%	-$11.3K	0.2%	65
2025 Q3	$642K	Sell	9,509 -163	-2%	-$10.5K	0.2%	64
2025 Q2	$611K	Sell	9,672 -13,905	-59%	-$809K	0.22%	60
2025 Q1	$1.3M	Buy	23,577 +11,070	+89%	+$621K	0.52%	35
2024 Q4	$694K	Sell	12,507 -5,384	-30%	-$316K	0.27%	59
2024 Q3	$1.09M	Buy	17,891 +5,851	+49%	+$351K	0.44%	44
2024 Q2	$713K	Sell	12,040 -1,996	-14%	-$115K	0.3%	57
2024 Q1	$808K	Sell	14,036 -55,692	-80%	-$3.1M	0.36%	56
2023 Q4	$3.86M	Buy	69,728 +4,203	+6%	+$217K	2.14%	12
2023 Q3	$3.27M	Buy	65,525 +356	+0.5%	+$18.5K	2.01%	15
2023 Q2	$3.39M	Buy	65,169 +4,323	+7%	+$219K	2.05%	15
2023 Q1	$3M	Buy	60,846 +1,225	+2%	+$60.5K	2.03%	17
2022 Q4	$2.83M	Buy	+59,621	New	+$2.84M	2.15%	15

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

Watershed Private Wealth's EMXC Position: Q2 2026 in Review

Watershed Private Wealth reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 19% in Q2 2026, selling an estimated $152K and leaving 6,920 shares worth $708K. The position accounts for 0.2% of the portfolio, ranked #64.

Watershed Private Wealth first reported a position in EMXC in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.86M in Q4 2023. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Watershed Private Wealth held 6,920 shares of iShares MSCI Emerging Markets ex China ETF worth $708K as of Q2 2026.
Watershed Private Wealth sold 1,610 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $152K.
iShares MSCI Emerging Markets ex China ETF made up 0.2% of Watershed Private Wealth's portfolio in Q2 2026, its #64 holding.
Watershed Private Wealth first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2022 and has held it in 15 quarters since.
Watershed Private Wealth's iShares MSCI Emerging Markets ex China ETF position peaked at $3.86M in Q4 2023.
1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.