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

Beam Wealth Advisors’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	$26.9M	Sell	262,556 -27,813	-10%	-$2.62M	5.92%	3
2026 Q1	$22.8M	Sell	290,369 -26,783	-8%	-$2.15M	5.69%	3
2025 Q4	$23.1M	Buy	317,152 +6,251	+2%	+$443K	6.33%	3
2025 Q3	$21M	Buy	310,901 +20,995	+7%	+$1.36M	5.72%	3
2025 Q2	$18.3M	Buy	289,906 +43,107	+17%	+$2.51M	5.46%	4
2025 Q1	$13.6M	Buy	246,799 +3,159	+1%	+$177K	4.59%	4
2024 Q4	$13.5M	Buy	243,640 +19,796	+9%	+$1.16M	4.27%	4
2024 Q3	$13.7M	Buy	223,844 +6,453	+3%	+$387K	4.15%	5
2024 Q2	$12.9M	Buy	217,391 +108,668	+100%	+$6.26M	4.28%	5
2024 Q1	$6.26M	Buy	108,723 +3,035	+3%	+$169K	3.76%	6
2023 Q4	$5.86M	Buy	105,688 +14,945	+16%	+$770K	3.71%	6
2023 Q3	$4.52M	Buy	+90,743	New	+$4.71M	3.21%	9

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

Beam Wealth Advisors's EMXC Position: Q2 2026 in Review

Beam Wealth Advisors reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 9.6% in Q2 2026, selling an estimated $2.62M and leaving 262,556 shares worth $26.9M. The position accounts for 5.92% of the portfolio, ranked #3.

Beam Wealth Advisors first reported a position in EMXC in Q3 2023 and has held it in 12 quarters since. 1,018 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Beam Wealth Advisors held 262,556 shares of iShares MSCI Emerging Markets ex China ETF worth $26.9M as of Q2 2026.
Beam Wealth Advisors sold 27,813 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $2.62M.
iShares MSCI Emerging Markets ex China ETF made up 5.92% of Beam Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Beam Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2023 and has held it in 12 quarters since.
1,018 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.