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 Q2	$9.84M	Buy	96,180 +1,994	+2%	+$188K	3.63%	7
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 $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

Bernard Wealth Management's EMXC Position: Q2 2026 in Review

Bernard Wealth Management increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 2.1% in Q2 2026, buying an estimated $188K and bringing the position to 96,180 shares worth $9.84M. The position accounts for 3.63% of the portfolio, ranked #7.

Bernard Wealth Management first reported a position in EMXC in Q4 2024 and has held it in 7 quarters since. 1,021 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Bernard Wealth Management held 96,180 shares of iShares MSCI Emerging Markets ex China ETF worth $9.84M as of Q2 2026.
Bernard Wealth Management bought 1,994 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $188K.
iShares MSCI Emerging Markets ex China ETF made up 3.63% of Bernard Wealth Management's portfolio in Q2 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 7 quarters since.
1,021 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.