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Beacon Financial Advisory’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Beacon Financial Advisory’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
2025
Q2 		– Sell
-9,683
Closed -$533K – 356
2025
Q1 		$533K Sell
9,683
-599
-6% -$33.6K 0.16% 160
2024
Q4 		$570K Buy
10,282
+1,235
+14% +$72.5K 0.19% 144
2024
Q3 		$553K Buy
9,047
+2,508
+38% +$151K 0.19% 146
2024
Q2 		$387K Buy
6,539
+575
+10% +$33.1K 0.14% 178
2024
Q1 		$343K Buy
5,964
+2,284
+62% +$127K 0.17% 166
2023
Q4 		$204K Buy
+3,680
New +$190K 0.1% 236

Other funds holding EMXC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Beacon Financial Advisory's EMXC Position: Q2 2025 in Review

Beacon Financial Advisory sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2025, closing a stake of 9,683 shares — an estimated $533K sold.

Beacon Financial Advisory first reported a position in EMXC in Q4 2023 and held it in 6 quarters. The position peaked at $570K in Q4 2024. 828 funds tracked by Wall St. Rank hold EMXC as of Q2 2025.

  • Beacon Financial Advisory reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 9,683 iShares MSCI Emerging Markets ex China ETF shares in Q2 2025, an estimated $533K.
  • Beacon Financial Advisory first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and held it in 6 quarters.
  • Beacon Financial Advisory's iShares MSCI Emerging Markets ex China ETF position peaked at $570K in Q4 2024.
  • 828 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2025.

Based on Beacon Financial Advisory's 13F filing for Q2 2025, filed 22 Jul 2025.