iShares MSCI Emr MRK Ex ChnaEMXCETF

13F holders, Q4 2024 (December 31)
914holders +56
59new positions
64sold out
6famous investors
$55.46avg. 13F price*

At the end of Q4 2024, 914 institutions reported holding iShares MSCI Emr MRK Ex Chna (EMXC) in their 13F filings, up 56 from Q3 2024. 59 opened new positions and 64 sold out. The largest holders were Envestnet Asset Management Inc. ($1.6B), Bank of America Corp. ($1.1B) and JPMorgan Chase & Co. ($805.7M). 6 famous investors held it, including George Soros (0.5% of Soros Fund Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions59$247.7M
Exits64$306.6M

All 13F filers, Q3 2024 → Q4 2024: 23,297,041 shares bought and 25,360,768 shares sold, net −2,063,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 914 holders

Envestnet Asset Management Inc. 0.51% Add +5.5% 28,739,435 $1.6B
Bank of America Corp. 0.10% Reduce -3.9% 19,180,577 $1.1B
JPMorgan Chase & Co. 0.06% Add +70.5% 14,529,961 $805.7M
Bank of New York Mellon Corp 0.11% Add +4.0% 10,401,633 $576.8M
LPL Financial LLC 0.23% Add +29.0% 10,362,409 $574.6M
Ameriprise Financial Inc. 0.10% Reduce -2.9% 7,261,481 $402.6M
Morgan Stanley 0.03% Reduce -9.5% 7,222,074 $400.5M
Richard Bernstein Advisors LLC 8.92% Reduce -6.1% 7,102,634 $393.8M
Northern Trust Corp. 0.05% Reduce -9.7% 6,846,107 $379.6M
Northwestern Mutual Wealth Management Co. 0.23% Add +8.9% 4,867,781 $269.9M
Envestnet Portfolio Solutions, Inc. 0.71% Add +4.4% 3,899,927 $216.3M
BlackRock, Inc. 0.00% Reduce -0.5% 3,790,404 $210.2M
Partners Capital Investment Group, LLP 5.45% Reduce -45.4% 3,566,652 $197.8M
Cwm, LLC 0.65% Add +2.8% 2,803,723 $155.5M
Park Avenue Securities LLC 1.55% Add +7.8% 2,714,696 $150.5M
Temasek Holdings (Private) Ltd 0.57% No change 2,600,600 $144.2M
US Bancorp \de 0.17% Reduce -7.0% 2,400,507 $133.1M
Wells Fargo & Company 0.03% Add +2.7% 2,295,971 $127.3M
Cullen/Frost Bankers, Inc. 1.72% Add +7.0% 2,267,834 $125.8M
MML Investors Services, LLC 0.43% Add +9.5% 2,237,219 $124.1M
UBS Group AG 0.03% Reduce -7.6% 2,210,797 $122.6M
Cetera Investment Advisers 0.21% Add +9.2% 1,789,007 $99.2M
Janney Montgomery Scott LLC 0.27% Add +4.5% 1,772,842 $98.3M
Old Mission Capital LLC 2.23% Add +48.3% 1,727,406 $95.8M
Stifel Financial Corp. 0.10% Add +5.5% 1,717,583 $95.2M
Valmark Advisers, Inc. 1.46% Add +6.8% 1,693,678 $93.9M
CENTRAL TRUST Co 2.24% Add +2.0% 1,646,797 $91.3M
Thrivent Financial for Lutherans 0.18% Add +21.9% 1,593,249 $90.2M
Tiaa Trust, National Association 0.25% Reduce -1.0% 1,500,931 $83.2M
Dynasty Wealth Management, LLC 1.38% New 1,443,867 $80.1M
Johns Hopkins University 2.97% New 1,423,744 $78.9M
Composition Wealth, LLC 1.58% Reduce -4.4% 1,406,801 $78.0M
Russell Investments Group, Ltd. 0.10% Reduce -1.9% 1,340,576 $74.3M
Sagespring Wealth Partners, LLC 1.96% — 1,340,000 $74.3M
Sanctuary Advisors, LLC 0.47% Add +0.7% 1,299,220 $73.8M
Commonwealth Equity Services, LLC 0.10% Add +4.7% 1,290,546 $71.6M
OneDigital Investment Advisors LLC 0.82% Add +0.2% 1,280,328 $71.0M
HighTower Advisors, LLC 0.09% Reduce -3.1% 1,210,073 $67.1M
Raymond James Financial Inc. 0.02% — 1,189,296 $65.9M
Advocacy Wealth Management, LLC 4.50% Add +9.5% 1,067,982 $59.2M
Avidian Wealth Enterprises, LLC 2.63% Add +0.7% 1,054,968 $58.5M
NewEdge Advisors, LLC 0.31% Add +30.0% 930,289 $51.6M
Mariner, LLC 0.08% Add +3.8% 908,025 $50.4M
McKinley Carter Wealth Services, Inc. 2.99% Add +1.8% 882,140 $48.9M
JB Capital LLC 2.69% Add +13.0% 866,588 $48.1M
Royal Bank of Canada 0.01% Add +2.6% 861,850 $47.8M
Focus Partners Wealth 0.12% Add +70.3% 800,213 $44.4M
State of Wisconsin Investment Board 0.11% Add +3.5% 737,942 $40.9M
1ST Source Bank 2.29% Reduce -0.1% 723,624 $40.1M
Creative Planning 0.04% Reduce -0.2% 715,809 $39.7M
United Bank 4.65% Add +1.7% 704,205 $39.0M
Foundations Investment Advisors, LLC 0.75% Add +17.2% 701,847 $38.9M
RiverFront Investment Group, LLC 0.88% Add +4.8% 700,790 $38.9M
Evoke Wealth, LLC 1.06% Reduce -1.9% 689,419 $38.2M
Osaic Holdings, Inc. 0.09% Add +18.8% 722,138 $38.1M
United Capital Financial Advisors, LLC 0.32% Add +1.9% 684,197 $37.9M
Hughes Financial Services, LLC 7.46% — 654,982 $36.3M
Eastern Bank 0.66% Add +1.6% 641,718 $35.6M
Schroder Investment Management Group 0.03% Add +99.2% 587,349 $32.6M
PNC Financial Services Group, Inc. 0.02% Reduce -3.3% 584,474 $32.4M
Federation des caisses Desjardins du Quebec 0.16% Add +10.9% 573,662 $31.8M
Aprio Wealth Management, LLC 4.62% Add +8.4% 571,278 $31.7M
Crestwood Advisors Group, LLC 0.56% Add +0.8% 538,353 $29.9M
Citadel Advisors 0.03% Reduce -33.1% 536,870 $29.8M
Baird Financial Group, Inc. 0.06% Reduce -7.2% 526,879 $29.2M
AE Wealth Management LLC 0.24% Add +11.7% 514,085 $28.5M
Oppenheimer Asset Management Inc. 0.34% Add +1.7% 504,489 $28.0M
Susquehanna International Group, LLP 0.04% New 474,345 $26.3M
Sentinel Trust Co. Lba 2.94% Add +17.4% 461,600 $25.6M
Anderson Hoagland & Co. 2.63% Reduce -3.3% 454,315 $25.5M
Hancock Whitney Corp. 0.81% Add +20.6% 459,500 $25.5M
Integrated Wealth Concepts LLC 0.30% Add +44.0% 459,256 $25.5M
Captrust Financial Advisors 0.07% Add +0.4% 428,464 $23.8M
CKW Financial Group 2.92% Add +1.1% 427,259 $23.7M
New Harbor Financial Group, LLC 6.84% Add +1.5% 413,335 $22.9M
Fiduciary Family Office, LLC 6.84% New 413,335 $22.9M
Curi Capital, LLC 0.52% Add +0.7% 405,411 $22.5M
Austin Private Wealth, LLC 2.05% Add +13.8% 394,838 $21.9M
Mercer Global Advisors Inc. 0.05% Add +296.8% 376,751 $20.9M
Atria Investments, Inc 0.25% Reduce -1.4% 368,632 $20.4M
Professional Advisory Services Inc. 2.54% Add +0.8% 362,881 $20.1M
Artemis Wealth Advisors, LLC 3.16% Add +1.8% 358,349 $19.9M
Soros Fund Management 0.50% Reduce -44.8% 354,686 $19.7M
Atria Wealth Solutions, Inc. 0.22% Add +7.3% 354,657 $19.7M
CreativeOne Wealth, LLC 0.59% Add +6.2% 349,966 $19.4M
Compound Planning, Inc. 0.96% Add +36.4% 343,617 $19.1M
Cambridge Investment Research Advisors, Inc. 0.06% Add +5.0% 338,661 $18.8M
Central Bank & Trust Co. 2.77% Reduce -5.9% 330,226 $18.3M
Scarborough Advisors, LLC 2.56% Reduce -11.3% 327,131 $18.1M
Strategic Investment Management, LLC 6.23% Reduce -2.2% 325,910 $18.1M
Icon Wealth Advisors, LLC 1.46% Add +6.6% 320,749 $17.8M
Agf Management Ltd. 0.09% Add +3.2% 313,972 $17.4M
Legacy Edge Advisors, LLC 2.75% Add +539.8% 312,508 $17.4M
Affinity Capital Advisors, LLC 3.20% Add +10.1% 301,661 $17.0M
Permanens Capital L.P. 3.21% Reduce -60.8% 303,281 $16.8M
Tradition Wealth Management, LLC 1.48% Add +4.3% 302,414 $16.8M
Legacy Financial Group LLC 2.70% Add +11.2% 300,708 $16.7M
Strategic Blueprint, LLC 0.98% Add +7.7% 295,765 $16.4M
Truist Financial Corp. 0.02% Add +14.4% 282,157 $15.6M
Compton Financial Group, LLC 4.47% Add +6.6% 271,488 $15.1M

"% 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 914 holders