Elser Financial Planning’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Elser Financial Planning’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	$593K	Sell	5,796 -84	-1%	-$7.93K	0.03%	70
2026 Q1	$457K	Buy	+5,880	New	+$473K	0.02%	79
2025 Q1	–	Sell	-9,296	Closed	-$515K	–	84
2024 Q4	$515K	Buy	+9,296	New	+$546K	0.03%	57
2024 Q3	–	Sell	-7,320	Closed	-$433K	–	84
2024 Q2	$433K	Buy	+7,320	New	+$422K	0.07%	59

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

Elser Financial Planning's EMXC Position: Q2 2026 in Review

Elser Financial Planning reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 1.4% in Q2 2026, selling an estimated $7.93K and leaving 5,796 shares worth $593K. The position accounts for 0.03% of the portfolio, ranked #70.

Elser Financial Planning first reported a position in EMXC in Q2 2024 and has held it in 4 quarters since. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Elser Financial Planning held 5,796 shares of iShares MSCI Emerging Markets ex China ETF worth $593K as of Q2 2026.
Elser Financial Planning sold 84 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $7.93K.
iShares MSCI Emerging Markets ex China ETF made up 0.03% of Elser Financial Planning's portfolio in Q2 2026, its #70 holding.
Elser Financial Planning first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and has held it in 4 quarters since.
1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.