iShares MSCI Emr MRK Ex ChnaEMXCETF

13F holders, Q2 2024 (June 30)
820holders +65
108new positions
46sold out
3famous investors
$58.93avg. 13F price*

At the end of Q2 2024, 820 institutions reported holding iShares MSCI Emr MRK Ex Chna (EMXC) in their 13F filings, up 65 from Q1 2024. 108 opened new positions and 46 sold out. The largest holders were Envestnet Asset Management Inc. ($1.2B), Bank of America Corp. ($969.5M) and JPMorgan Chase & Co. ($567.9M). 3 famous investors held it, including George Soros (1.2% of Soros Fund Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares MSCI Emr MRK Ex Chna
CUSIP
46434G764
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 755Q1 2024Q2 2024: 820Q2 2024Q3 2024: 858Q3 2024Q4 2024: 914Q4 2024Q1 2025: 872Q1 2025Q2 2025: 832Q2 2025Q3 2025: 794Q3 2025Q4 2025: 876Q4 2025Q1 2026: 935Q1 2026Q2 2026: 1,025Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions108$203.0M
Exits46$113.6M

All 13F filers, Q1 2024 → Q2 2024: 25,548,201 shares bought and 13,455,943 shares sold, net +12,092,258 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 820 holders

Envestnet Asset Management Inc. 0.41% Add +8.0% 20,081,369 $1.2B
Bank of America Corp. 0.09% Reduce -6.5% 16,375,937 $969.5M
JPMorgan Chase & Co. 0.05% Add +4.3% 9,592,168 $567.9M
Bank of New York Mellon Corp 0.11% Add +5.5% 9,363,401 $554.3M
Partners Capital Investment Group, LLP 8.83% Add +66.8% 8,840,764 $522.4M
Northern Trust Corp. 0.07% Add +8.6% 7,094,419 $420.0M
Morgan Stanley 0.03% Add +20.5% 6,833,876 $404.6M
Ameriprise Financial Inc. 0.10% Add +20.3% 6,286,069 $372.2M
LPL Financial LLC 0.18% Add +13.3% 6,186,036 $366.2M
Richard Bernstein Advisors LLC 6.39% Reduce -3.3% 4,875,936 $288.7M
Northwestern Mutual Wealth Management Co. 0.23% Add +9.9% 3,882,627 $229.9M
Menora Mivtachim Holdings LTD. 1.46% Reduce -17.1% 3,632,052 $215.0M
BlackRock Inc. 0.00% Reduce -5.2% 3,229,462 $191.2M
Jane Street Group, LLC 0.18% Reduce -49.1% 2,866,207 $169.7M
Citigroup Inc. 0.16% Add +6.9% 2,856,973 $169.1M
Envestnet Portfolio Solutions, Inc. 0.55% Add +9.2% 2,661,474 $157.6M
Wells Fargo & Company 0.04% Add +41.8% 2,442,469 $144.6M
Cwm, LLC 0.64% Reduce -1.9% 2,281,458 $135.1M
US Bancorp \de 0.18% Reduce -41.3% 2,261,901 $133.9M
UBS Group AG 0.04% Add +0.2% 2,238,981 $132.5M
Park Avenue Securities LLC 1.39% Add +5.5% 1,924,645 $113.9M
Cullen/Frost Bankers, Inc. 1.53% Add +274.7% 1,779,506 $105.3M
Permanens Capital L.P. 10.24% Add +37.1% 1,693,914 $100.3M
CENTRAL TRUST Co 2.26% Add +4.6% 1,558,911 $92.3M
Valmark Advisers, Inc. 1.56% Add +5.2% 1,553,809 $92.0M
MML Investors Services, LLC 0.37% Add +5.7% 1,548,227 $91.7M
Tiaa Trust, National Association 0.27% Reduce -24.4% 1,502,146 $88.9M
Stifel Financial Corp. 0.10% Add +5.0% 1,456,681 $86.2M
Composition Wealth, LLC 2.07% Add +4.2% 1,434,152 $84.9M
Temasek Holdings (Private) Ltd 0.38% No change 1,376,700 $81.5M
Russell Investments Group, Ltd. 0.13% Reduce -11.8% 1,354,275 $80.2M
Janney Montgomery Scott LLC 0.23% Add +5.4% 1,290,391 $76.4M
Cetera Investment Advisers 0.17% Add +5.1% 1,262,196 $74.7M
HighTower Advisors, LLC 0.11% Add +16.8% 1,222,683 $72.3M
Raymond James Financial Services Advisors, Inc. 0.10% Add +9.9% 1,210,715 $71.7M
United Services Automobile Association 1.69% Add +37.8% 1,128,248 $66.8M
Victory Capital Management Inc. 0.07% Add +37.8% 1,128,248 $66.8M
Thrivent Financial for Lutherans 0.13% Add +10.3% 1,107,131 $65.5M
OneDigital Investment Advisors LLC 0.75% Add +60.8% 1,018,210 $60.3M
Commonwealth Equity Services, LLC 0.09% Add +13.4% 1,012,548 $59.9M
Avidian Wealth Enterprises, LLC 2.86% Add +4.7% 1,000,337 $59.2M
McKinley Carter Wealth Services, Inc. 3.62% Add +4.6% 960,308 $56.9M
Sanctuary Advisors, LLC 0.41% — 1,003,617 $56.7M
Advocacy Wealth Management, LLC 4.41% Add +4.5% 902,057 $53.4M
Mariner, LLC 0.09% Add +11.6% 808,011 $47.8M
Creative Planning 0.05% Add +0.1% 772,034 $45.7M
1ST Source Bank 2.59% Add +0.3% 747,222 $44.2M
State of Wisconsin Investment Board 0.11% New 713,242 $42.2M
Royal Bank of Canada 0.01% Add +10.6% 685,580 $40.6M
United Bank 4.89% Add +2.9% 665,409 $39.4M
Soros Fund Management 1.18% No change 642,500 $38.0M
Susquehanna International Group Ltd. 9.15% Add +40.2% 616,818 $36.5M
RiverFront Investment Group, LLC 0.97% Add +8.4% 615,658 $36.4M
Aprio Wealth Management, LLC 6.45% Reduce -25.2% 597,954 $35.4M
Baird Financial Group, Inc. 0.07% Add +2.2% 587,227 $34.8M
Raymond James & Associates 0.02% Add +50.6% 580,246 $34.4M
Old Mission Capital LLC 0.87% New 561,713 $33.3M
Federation des caisses Desjardins du Quebec 0.18% Reduce -2.3% 560,157 $33.2M
PNC Financial Services Group, Inc. 0.02% Add +16.2% 557,405 $33.0M
Osaic Holdings, Inc. 0.08% Add +66.0% 545,199 $32.3M
JB Capital LLC 1.99% Add +7.5% 535,314 $31.7M
Crestwood Advisors Group, LLC 0.64% Add +3.2% 526,701 $31.2M
Harbour Investments, Inc. 1.03% Add +4.4% 513,800 $30.4M
Oppenheimer Asset Management Inc. 0.38% Add +10.3% 504,108 $29.8M
United Capital Financial Advisors, LLC 0.25% Add +0.5% 481,773 $28.5M
NewEdge Advisors, LLC 0.20% Add +37.5% 475,033 $28.1M
W1M Asset Management Ltd 2.24% Add +12.9% 447,098 $26.5M
Anderson Hoagland & Co. 2.73% Add +3.9% 425,761 $26.0M
Hancock Whitney Corp. 0.88% Add +2.2% 438,591 $26.0M
Foundations Investment Advisors, LLC 0.63% Add +12.9% 435,491 $25.8M
CKW Financial Group 3.18% Add +17.7% 421,203 $24.9M
Curi Capital, LLC 0.58% Add +0.8% 405,056 $24.0M
AE Wealth Management LLC 0.24% Add +44.3% 404,167 $23.9M
Captrust Financial Advisors 0.08% Add +1.5% 403,120 $23.9M
Sentinel Trust Co. Lba 2.86% Add +55.0% 393,100 $23.3M
New Harbor Financial Group, LLC 7.72% Add +0.6% 391,873 $23.2M
Central Bank & Trust Co. 3.01% Add +4.3% 365,260 $21.6M
Professional Advisory Services Inc. 2.72% Reduce -1.6% 364,101 $21.6M
Artemis Wealth Advisors, LLC 3.32% Add +0.9% 351,357 $20.8M
Strategic Investment Management, LLC 20.68% No change 324,390 $19.3M
Atria Investments, Inc 0.24% Add +22.3% 318,575 $18.9M
Marietta Wealth Management, LLC 2.89% Add +6.2% 313,165 $18.5M
GYL Financial Synergies, LLC 1.41% Reduce -5.8% 309,000 $18.3M
Agf Management Ltd. 0.10% Add +19.8% 288,880 $17.1M
Parkside Investments, LLC 2.67% Add +3.3% 285,470 $16.9M
Integrated Wealth Concepts LLC 0.22% Add +10.0% 275,232 $16.3M
Tradition Wealth Management, LLC 1.54% Add +13.1% 269,951 $16.0M
Marshall Wace, LLP 0.02% Add +336.7% 268,443 $15.9M
New York Life Investment Management LLC 0.16% Add +3.1% 261,486 $15.5M
Riversedge Advisors, LLC 3.72% Add +3.2% 257,489 $15.2M
Seascape Capital Management 5.67% Add +2.6% 256,836 $15.2M
Peninsula Wealth, LLC 2.81% Add +152.5% 243,390 $15.1M
Compton Financial Group, LLC 4.75% Add +6.0% 247,233 $14.6M
Schroder Investment Management Group 0.02% Reduce -41.6% 246,619 $14.6M
Chicago Partners Investment Group LLC 0.56% Add +7.0% 247,700 $14.6M
Affinity Capital Advisors, LLC 3.04% Add +24.0% 244,717 $14.5M
Focus Partners Wealth 0.05% New 243,961 $14.4M
Icon Wealth Advisors, LLC 1.27% Add +9.5% 237,068 $14.3M
Parallel Advisors, LLC 0.36% Reduce -21.4% 238,349 $14.1M
Atria Wealth Solutions, Inc. 0.16% Add +11.4% 237,806 $14.1M

"% of holder's portfolio" is EMXC's weight in each manager's 13F, not the share of iShares MSCI Emr MRK Ex Chna the manager owns.

Show all 820 holders