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Elwood & Goetz Wealth Advisory Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Elwood & Goetz Wealth Advisory 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 		$248K Sell
2,427
-640
-21% -$60.4K 0.04% 135
2026
Q1 		$241K Sell
3,067
-37
-1% -$2.98K 0.04% 127
2025
Q4 		$226K Hold
3,104
– – 0.04% 124
2025
Q3 		$210K Buy
+3,104
New +$201K 0.04% 129

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

Elwood & Goetz Wealth Advisory Group's EMXC Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 21% in Q2 2026, selling an estimated $60.4K and leaving 2,427 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #135.

Elwood & Goetz Wealth Advisory Group first reported a position in EMXC in Q3 2025 and has held it in 4 quarters since. 1,018 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 2,427 shares of iShares MSCI Emerging Markets ex China ETF worth $248K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group sold 640 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $60.4K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #135 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.