BFG
EMXC icon

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

Beacon Financial Group’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 		$1.23M Sell
11,995
-53
-0.4% -$5K 0.11% 163
2026
Q1 		$948K Hold
12,048
– – 0.09% 171
2025
Q4 		$876K Sell
12,048
-115
-0.9% -$8.16K 0.09% 177
2025
Q3 		$821K Sell
12,163
-296
-2% -$19.1K 0.08% 186
2025
Q2 		$787K Sell
12,459
-72,844
-85% -$4.24M 0.08% 185
2025
Q1 		$4.7M Sell
85,303
-15,638
-15% -$877K 0.51% 54
2024
Q4 		$5.6M Buy
100,941
+12,594
+14% +$739K 0.6% 41
2024
Q3 		$5.4M Buy
88,347
+20,565
+30% +$1.23M 0.58% 47
2024
Q2 		$4.01M Buy
67,782
+21,106
+45% +$1.22M 0.46% 60
2024
Q1 		$2.69M Buy
46,676
+37,061
+385% +$2.06M 0.31% 86
2023
Q4 		$533K Buy
+9,615
New +$495K 0.07% 207

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
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

Beacon Financial Group's EMXC Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.44% in Q2 2026, selling an estimated $5K and leaving 11,995 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #163.

Beacon Financial Group first reported a position in EMXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.6M in Q4 2024. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Beacon Financial Group held 11,995 shares of iShares MSCI Emerging Markets ex China ETF worth $1.23M as of Q2 2026.
  • Beacon Financial Group sold 53 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $5K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.11% of Beacon Financial Group's portfolio in Q2 2026, its #163 holding.
  • Beacon Financial Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 11 quarters since.
  • Beacon Financial Group's iShares MSCI Emerging Markets ex China ETF position peaked at $5.6M in Q4 2024.
  • 1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.