Ethos Financial Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Ethos 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	$9.86M	Sell	96,371 -6,550	-6%	-$618K	0.66%	38
2026 Q1	$7.77M	Sell	102,921 -3,759	-4%	-$302K	0.57%	45
2025 Q4	$7.75M	Sell	106,680 -9,906	-8%	-$703K	0.57%	45
2025 Q3	$7.87M	Sell	116,586 -8,600	-7%	-$556K	0.62%	42
2025 Q2	$7.9M	Buy	125,186 +2,025	+2%	+$118K	0.68%	39
2025 Q1	$6.78M	Buy	123,161 +10,368	+9%	+$582K	0.65%	43
2024 Q4	$6.25M	Buy	+112,793	New	+$6.62M	0.82%	36

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

Ethos Financial Group's EMXC Position: Q2 2026 in Review

Ethos Financial Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 6.4% in Q2 2026, selling an estimated $618K and leaving 96,371 shares worth $9.86M. The position accounts for 0.66% of the portfolio, ranked #38.

Ethos Financial Group first reported a position in EMXC in Q4 2024 and has held it in 7 quarters since. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Ethos Financial Group held 96,371 shares of iShares MSCI Emerging Markets ex China ETF worth $9.86M as of Q2 2026.
Ethos Financial Group sold 6,550 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $618K.
iShares MSCI Emerging Markets ex China ETF made up 0.66% of Ethos Financial Group's portfolio in Q2 2026, its #38 holding.
Ethos Financial Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2024 and has held it in 7 quarters since.
1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.