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

LWM 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	$321K	Sell	3,141 -447	-12%	-$42.2K	0.24%	27
2026 Q1	$282K	Hold	3,588	–	–	0.24%	29
2025 Q4	$261K	Hold	3,588	–	–	0.23%	29
2025 Q3	$242K	Hold	3,588	–	–	0.22%	28
2025 Q2	$227K	Hold	3,588	–	–	0.22%	29
2025 Q1	$208K	Buy	+3,588	New	+$201K	0.21%	28

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

LWM Advisors's EMXC Position: Q2 2026 in Review

LWM Advisors reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 12% in Q2 2026, selling an estimated $42.2K and leaving 3,141 shares worth $321K. The position accounts for 0.24% of the portfolio, ranked #27.

LWM Advisors first reported a position in EMXC in Q1 2025 and has held it in 6 quarters since. 1,021 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

LWM Advisors held 3,141 shares of iShares MSCI Emerging Markets ex China ETF worth $321K as of Q2 2026.
LWM Advisors sold 447 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $42.2K.
iShares MSCI Emerging Markets ex China ETF made up 0.24% of LWM Advisors's portfolio in Q2 2026, its #27 holding.
LWM Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2025 and has held it in 6 quarters since.
1,021 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.