Wellington Management Group
EMXC icon

Wellington Management Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Wellington Management Group’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
Q1 		– Sell
-200,386
Closed -$11.1M – 1971
2024
Q4 		$11.1M Buy
200,386
+65,079
+48% +$3.82M ﹤0.01% 1168
2024
Q3 		$8.27M Buy
135,307
+61,682
+84% +$3.7M ﹤0.01% 1214
2024
Q2 		$4.36M Sell
73,625
-42,270
-36% -$2.43M ﹤0.01% 1346
2024
Q1 		$6.67M Buy
115,895
+25,987
+29% +$1.45M ﹤0.01% 1260
2023
Q4 		$4.98M Buy
89,908
+13,357
+17% +$688K ﹤0.01% 1309
2023
Q3 		$3.81M Buy
+76,551
New +$3.97M ﹤0.01% 1343
2023
Q2 		– Sell
-58,866
Closed -$2.9M – 1862
2023
Q1 		$2.9M Sell
58,866
-52,768
-47% -$2.61M ﹤0.01% 1412
2022
Q4 		$5.3M Buy
111,634
+86,689
+348% +$4.13M ﹤0.01% 1255
2022
Q3 		$1.1M Sell
24,945
-13,710
-35% -$667K ﹤0.01% 1633
2022
Q2 		$1.85M Buy
+38,655
New +$2.06M ﹤0.01% 1559

Other funds holding EMXC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Wellington Management Group's EMXC Position: Q1 2025 in Review

Wellington Management Group sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q1 2025, closing a stake of 200,386 shares — an estimated $11.1M sold.

Wellington Management Group first reported a position in EMXC in Q2 2022 and held it in 10 quarters. The position peaked at $11.1M in Q4 2024. 872 funds tracked by Wall St. Rank hold EMXC as of Q1 2025.

  • Wellington Management Group reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q1 2025 after selling out during the quarter.
  • Wellington Management Group sold 200,386 iShares MSCI Emerging Markets ex China ETF shares in Q1 2025, an estimated $11.1M.
  • Wellington Management Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2022 and held it in 10 quarters.
  • Wellington Management Group's iShares MSCI Emerging Markets ex China ETF position peaked at $11.1M in Q4 2024.
  • 872 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2025.

Based on Wellington Management Group's 13F filing for Q1 2025, filed 13 May 2025.