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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
Q2 		$375K Sell
3,662
-219
-6% -$20.7K 0.02% 341
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 $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

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

Berger Financial Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 5.6% in Q2 2026, selling an estimated $20.7K and leaving 3,662 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #341.

Berger Financial Group first reported a position in EMXC in Q3 2025 and has held it in 4 quarters since. 1,021 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Berger Financial Group held 3,662 shares of iShares MSCI Emerging Markets ex China ETF worth $375K as of Q2 2026.
  • Berger Financial Group sold 219 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $20.7K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #341 holding.
  • Berger Financial Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.