Ehrlich Financial Group
EMXC icon

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
Q3 		$1.5M Sell
15,133
-265
-2% -$25.6K 0.78% 35
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

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
SMI Advisory Services
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Ehrlich Financial Group's EMXC Position: Q3 2026 in Review

Ehrlich Financial Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 1.7% in Q3 2026, selling an estimated $25.6K and leaving 15,133 shares worth $1.5M. The position accounts for 0.78% of the portfolio, ranked #35.

Ehrlich Financial Group first reported a position in EMXC in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.74M in Q2 2024. 310 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

  • Ehrlich Financial Group held 15,133 shares of iShares MSCI Emerging Markets ex China ETF worth $1.5M as of Q3 2026.
  • Ehrlich Financial Group sold 265 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $25.6K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.78% of Ehrlich Financial Group's portfolio in Q3 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 12 quarters since.
  • Ehrlich Financial Group's iShares MSCI Emerging Markets ex China ETF position peaked at $4.74M in Q2 2024.
  • 310 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.