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

Bernard 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 Q1	$7.41M	Buy	94,186 +21,003	+29%	+$1.69M	3.16%	7
2025 Q4	$5.32M	Buy	73,183 +2,279	+3%	+$162K	2.16%	11
2025 Q3	$4.79M	Buy	70,904 +2,051	+3%	+$133K	2%	12
2025 Q2	$4.35M	Buy	68,853 +1,632	+2%	+$95K	2.01%	11
2025 Q1	$3.7M	Sell	67,221 -1,154	-2%	-$64.7K	1.81%	15
2024 Q4	$3.79M	Buy	+68,375	New	+$4.01M	1.78%	13

Other funds holding EMXC

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bernard Wealth Management's EMXC Position: Q1 2026 in Review

Bernard Wealth Management increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 29% in Q1 2026, buying an estimated $1.69M and bringing the position to 94,186 shares worth $7.41M. The position accounts for 3.16% of the portfolio, ranked #7.

Bernard Wealth Management first reported a position in EMXC in Q4 2024 and has held it in 6 quarters since. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Bernard Wealth Management held 94,186 shares of iShares MSCI Emerging Markets ex China ETF worth $7.41M as of Q1 2026.
Bernard Wealth Management bought 21,003 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $1.69M.
iShares MSCI Emerging Markets ex China ETF made up 3.16% of Bernard Wealth Management's portfolio in Q1 2026, its #7 holding.
Bernard Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2024 and has held it in 6 quarters since.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.