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Wells Financial Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Wells 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
Q1 		$26.7K Sell
340
-1,000
-75% -$80.4K 0.12% 46
2025
Q4 		$97.4K Sell
1,340
-370
-22% -$26.2K 0.19% 45
2025
Q3 		$115K Hold
1,710
– – 0.15% 51
2025
Q2 		$108K Buy
1,710
+1,340
+362% +$78K 0.15% 50
2025
Q1 		$20.4K Hold
370
– – 0.03% 66
2024
Q4 		$20.5K Buy
370
+61
+20% +$3.58K 0.03% 69
2024
Q3 		$18.9K Sell
309
-8,983
-97% -$539K 0.03% 68
2024
Q2 		$550K Buy
+9,292
New +$535K 0.36% 35

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Financial Advisors's EMXC Position: Q1 2026 in Review

Wells Financial Advisors reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 75% in Q1 2026, selling an estimated $80.4K and leaving 340 shares worth $26.7K. The position accounts for 0.12% of the portfolio, ranked #46.

Wells Financial Advisors first reported a position in EMXC in Q2 2024 and has held it in 8 quarters since. The position peaked at $550K in Q2 2024. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • Wells Financial Advisors held 340 shares of iShares MSCI Emerging Markets ex China ETF worth $26.7K as of Q1 2026.
  • Wells Financial Advisors sold 1,000 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $80.4K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.12% of Wells Financial Advisors's portfolio in Q1 2026, its #46 holding.
  • Wells Financial Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and has held it in 8 quarters since.
  • Wells Financial Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $550K in Q2 2024.
  • 926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.