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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

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
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

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. 1,021 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.
  • 1,021 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.