Cascade Financial Partners’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Cascade Financial Partners’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	$441K	Buy	4,313 +1,043	+32%	+$98.4K	0.04%	189
2026 Q1	$257K	Hold	3,270	–	–	0.03%	225
2025 Q4	$238K	Hold	3,270	–	–	0.02%	237
2025 Q3	$221K	Hold	3,270	–	–	0.03%	246
2025 Q2	$206K	Buy	+3,270	New	+$190K	0.02%	252

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

Cascade Financial Partners's EMXC Position: Q2 2026 in Review

Cascade Financial Partners increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 32% in Q2 2026, buying an estimated $98.4K and bringing the position to 4,313 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #189.

Cascade Financial Partners first reported a position in EMXC in Q2 2025 and has held it in 5 quarters since. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Cascade Financial Partners held 4,313 shares of iShares MSCI Emerging Markets ex China ETF worth $441K as of Q2 2026.
Cascade Financial Partners bought 1,043 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $98.4K.
iShares MSCI Emerging Markets ex China ETF made up 0.04% of Cascade Financial Partners's portfolio in Q2 2026, its #189 holding.
Cascade Financial Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2025 and has held it in 5 quarters since.
1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

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