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Marshall Financial Group (Maryland)’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.07M Hold
10,474
– – 0.16% 121
2026
Q1 		$824K Sell
10,474
-663
-6% -$53.3K 0.13% 143
2025
Q4 		$809K Sell
11,137
-605
-5% -$42.9K 0.16% 152
2025
Q3 		$793K Sell
11,742
-926
-7% -$59.8K 0.15% 156
2025
Q2 		$799K Sell
12,668
-5,928
-32% -$345K 0.16% 154
2025
Q1 		$1.02M Sell
18,596
-120,475
-87% -$6.76M 0.22% 108
2024
Q4 		$7.71M Sell
139,071
-388
-0.3% -$22.8K 1.87% 12
2024
Q3 		$8.52M Buy
139,459
+19
+0% +$1.14K 2.04% 12
2024
Q2 		$8.25M Buy
139,440
+528
+0.4% +$30.4K 2.31% 11
2024
Q1 		$8M Buy
138,912
+8,761
+7% +$487K 2.3% 9
2023
Q4 		$7.21M Buy
130,151
+8,947
+7% +$461K 2.33% 8
2023
Q3 		$6.04M Sell
121,204
-639
-0.5% -$33.2K 2.18% 9
2023
Q2 		$6.33M Buy
121,843
+19,687
+19% +$998K 2.16% 9
2023
Q1 		$5.04M Buy
102,156
+68,435
+203% +$3.38M 1.81% 10
2022
Q4 		$1.6M Buy
+33,721
New +$1.61M 0.62% 52

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

Marshall Financial Group (Maryland)'s EMXC Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q2 2026 at 10,474 shares worth $1.07M. The position accounts for 0.16% of the portfolio, ranked #121.

Marshall Financial Group (Maryland) first reported a position in EMXC in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.52M in Q3 2024. 1,018 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Marshall Financial Group (Maryland) held 10,474 shares of iShares MSCI Emerging Markets ex China ETF worth $1.07M as of Q2 2026.
  • Marshall Financial Group (Maryland) left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q2 2026.
  • iShares MSCI Emerging Markets ex China ETF made up 0.16% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #121 holding.
  • Marshall Financial Group (Maryland) first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2022 and has held it in 15 quarters since.
  • Marshall Financial Group (Maryland)'s iShares MSCI Emerging Markets ex China ETF position peaked at $8.52M in Q3 2024.
  • 1,018 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.