EP Wealth Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

EP Wealth Advisors’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	$1.65M	Buy	16,108 +522	+3%	+$49.3K	0.01%	625
2026 Q1	$1.23M	Sell	15,586 -456	-3%	-$36.7K	0.01%	583
2025 Q4	$1.17M	Buy	+16,042	New	+$1.14M	0.01%	578
2025 Q2	$2.35M	Buy	37,149 +26,218	+240%	+$1.53M	0.02%	385
2025 Q1	$602K	Buy	10,931 +1,109	+11%	+$62.2K	﹤0.01%	640
2024 Q4	$545K	Sell	9,822 -400	-4%	-$23.5K	﹤0.01%	666
2024 Q3	$625K	Buy	10,222 +1,740	+21%	+$104K	0.01%	625
2024 Q2	$502K	Sell	8,482 -3,038	-26%	-$175K	0.01%	534
2024 Q1	$663K	Buy	11,520 +5,410	+89%	+$301K	0.01%	453
2023 Q4	$339K	Sell	6,110 -269	-4%	-$13.9K	﹤0.01%	584
2023 Q3	$318K	Sell	6,379 -13,621	-68%	-$707K	﹤0.01%	549
2023 Q2	$253K	Buy	+20,000	New	+$1.01M	﹤0.01%	600

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

EP Wealth Advisors's EMXC Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 3.3% in Q2 2026, buying an estimated $49.3K and bringing the position to 16,108 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #625.

EP Wealth Advisors first reported a position in EMXC in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.35M in Q2 2025. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

EP Wealth Advisors held 16,108 shares of iShares MSCI Emerging Markets ex China ETF worth $1.65M as of Q2 2026.
EP Wealth Advisors bought 522 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $49.3K.
iShares MSCI Emerging Markets ex China ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #625 holding.
EP Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and has held it in 12 quarters since.
EP Wealth Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $2.35M in Q2 2025.
1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.