Aspetuck Financial Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Aspetuck Financial Management’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	$654K	Sell	6,390 -55	-0.9%	-$5.19K	0.38%	50
2026 Q1	$507K	Buy	6,445 +500	+8%	+$40.2K	0.35%	55
2025 Q4	$432K	Sell	5,945 -16	-0.3%	-$1.14K	0.29%	58
2025 Q3	$402K	Sell	5,961 -933	-14%	-$60.3K	0.28%	57
2025 Q2	$435K	Sell	6,894 -175	-2%	-$10.2K	0.33%	53
2025 Q1	$389K	Sell	7,069 -1,351	-16%	-$75.8K	0.34%	54
2024 Q4	$467K	Buy	+8,420	New	+$494K	0.36%	51

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

Aspetuck Financial Management's EMXC Position: Q2 2026 in Review

Aspetuck Financial Management reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.85% in Q2 2026, selling an estimated $5.19K and leaving 6,390 shares worth $654K. The position accounts for 0.38% of the portfolio, ranked #50.

Aspetuck Financial Management first reported a position in EMXC in Q4 2024 and has held it in 7 quarters since. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Aspetuck Financial Management held 6,390 shares of iShares MSCI Emerging Markets ex China ETF worth $654K as of Q2 2026.
Aspetuck Financial Management sold 55 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $5.19K.
iShares MSCI Emerging Markets ex China ETF made up 0.38% of Aspetuck Financial Management's portfolio in Q2 2026, its #50 holding.
Aspetuck Financial Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2024 and has held it in 7 quarters since.
1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Aspetuck Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.