Bennett Associates Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Bennett Associates Wealth 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	$15.7M	Buy	153,478 +40,851	+36%	+$3.85M	9.71%	4
2026 Q1	$8.86M	Buy	112,627 +5,166	+5%	+$415K	5.97%	6
2025 Q4	$7.81M	Sell	107,461 -6,547	-6%	-$464K	5.41%	6
2025 Q3	$7.7M	Sell	114,008 -5,157	-4%	-$333K	5.59%	6
2025 Q2	$7.52M	Sell	119,165 -1,930	-2%	-$112K	5.79%	5
2025 Q1	$6.67M	Buy	121,095 +7,133	+6%	+$400K	5.5%	5
2024 Q4	$6.32M	Buy	113,962 +4,113	+4%	+$241K	5.24%	6
2024 Q3	$6.71M	Buy	109,849 +3,441	+3%	+$207K	5.5%	4
2024 Q2	$6.3M	Buy	+106,408	New	+$6.13M	5.67%	5

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

Bennett Associates Wealth Management's EMXC Position: Q2 2026 in Review

Bennett Associates Wealth Management increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 36% in Q2 2026, buying an estimated $3.85M and bringing the position to 153,478 shares worth $15.7M. The position accounts for 9.71% of the portfolio, ranked #4.

Bennett Associates Wealth Management first reported a position in EMXC in Q2 2024 and has held it in 9 quarters since. 1,021 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Bennett Associates Wealth Management held 153,478 shares of iShares MSCI Emerging Markets ex China ETF worth $15.7M as of Q2 2026.
Bennett Associates Wealth Management bought 40,851 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $3.85M.
iShares MSCI Emerging Markets ex China ETF made up 9.71% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #4 holding.
Bennett Associates Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and has held it in 9 quarters since.
1,021 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.