COMPASS FINANCIAL MANAGEMENT LLC’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$619K	Buy	+6,054	New	+$571K	0.07%	239

Other funds holding EMXC

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's EMXC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2026: 6,054 shares worth $619K. The stake represents 0.07% of the portfolio and ranks #239 among its holdings.

812 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 6,054 shares of iShares MSCI Emerging Markets ex China ETF worth $619K as of Q2 2026.
iShares MSCI Emerging Markets ex China ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares MSCI Emerging Markets ex China ETF made up 0.07% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #239 holding.
812 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.