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

Berger 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
Q1 		$305K Buy
3,881
+247
+7% +$19.9K 0.02% 373
2025
Q4 		$264K Buy
3,634
+4
+0.1% +$284 0.02% 400
2025
Q3 		$245K Buy
+3,630
New +$235K 0.01% 390

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Berger Financial Group's EMXC Position: Q1 2026 in Review

Berger Financial Group increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 6.8% in Q1 2026, buying an estimated $19.9K and bringing the position to 3,881 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #373.

Berger Financial Group first reported a position in EMXC in Q3 2025 and has held it in 3 quarters since. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • Berger Financial Group held 3,881 shares of iShares MSCI Emerging Markets ex China ETF worth $305K as of Q1 2026.
  • Berger Financial Group bought 247 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $19.9K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #373 holding.
  • Berger Financial Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2025 and has held it in 3 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.