Balance Wealth’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Balance Wealth’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	$3.14M	Buy	30,671 +730	+2%	+$68.9K	0.83%	28
2026 Q1	$2.36M	Buy	29,941 +7,443	+33%	+$598K	0.73%	32
2025 Q4	$1.64M	Buy	22,498 +528	+2%	+$37.4K	0.52%	46
2025 Q3	$1.48M	Sell	21,970 -5,633	-20%	-$364K	0.37%	48
2025 Q2	$1.74M	Sell	27,603 -7,232	-21%	-$421K	1.02%	24
2025 Q1	$1.92M	Buy	+34,835	New	+$1.95M	1.25%	20

Other funds holding EMXC

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MAMA

Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Balance Wealth's EMXC Position: Q2 2026 in Review

Balance Wealth increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 2.4% in Q2 2026, buying an estimated $68.9K and bringing the position to 30,671 shares worth $3.14M. The position accounts for 0.83% of the portfolio, ranked #28.

Balance Wealth first reported a position in EMXC in Q1 2025 and has held it in 6 quarters since. 326 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Balance Wealth held 30,671 shares of iShares MSCI Emerging Markets ex China ETF worth $3.14M as of Q2 2026.
Balance Wealth bought 730 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $68.9K.
iShares MSCI Emerging Markets ex China ETF made up 0.83% of Balance Wealth's portfolio in Q2 2026, its #28 holding.
Balance Wealth first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2025 and has held it in 6 quarters since.
326 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.