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Ehrlich Financial Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Ehrlich 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 		$1.58M Sell
15,398
-929
-6% -$87.7K 0.81% 35
2026
Q1 		$1.28M Buy
16,327
+1,742
+12% +$140K 0.74% 38
2025
Q4 		$1.06M Sell
14,585
-2,159
-13% -$153K 0.6% 43
2025
Q3 		$1.13M Sell
16,744
-6,053
-27% -$391K 0.67% 44
2025
Q2 		$1.44M Sell
22,797
-11,123
-33% -$647K 0.93% 32
2025
Q1 		$1.87M Sell
33,920
-12,510
-27% -$702K 1.36% 21
2024
Q4 		$2.57M Buy
46,430
+2,153
+5% +$126K 1.83% 17
2024
Q3 		$2.71M Sell
44,277
-35,709
-45% -$2.14M 1.93% 16
2024
Q2 		$4.74M Buy
79,986
+16,050
+25% +$924K 3.74% 6
2024
Q1 		$3.68M Buy
63,936
+25,530
+66% +$1.42M 3.1% 6
2023
Q4 		$2.13M Buy
+38,406
New +$1.98M 2.13% 12

Other funds holding EMXC

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MAMA
Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

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

Ehrlich Financial Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 5.7% in Q2 2026, selling an estimated $87.7K and leaving 15,398 shares worth $1.58M. The position accounts for 0.81% of the portfolio, ranked #35.

Ehrlich Financial Group first reported a position in EMXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.74M in Q2 2024. 326 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Ehrlich Financial Group held 15,398 shares of iShares MSCI Emerging Markets ex China ETF worth $1.58M as of Q2 2026.
  • Ehrlich Financial Group sold 929 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $87.7K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.81% of Ehrlich Financial Group's portfolio in Q2 2026, its #35 holding.
  • Ehrlich Financial Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 11 quarters since.
  • Ehrlich Financial Group's iShares MSCI Emerging Markets ex China ETF position peaked at $4.74M in Q2 2024.
  • 326 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.