Mittelman Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Mittelman Wealth Management’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	$771K	Sell	3,790 -4,113	-52%	-$388K	0.51%	29
2026 Q1	$622K	Sell	7,903 -660	-8%	-$53.1K	0.39%	32
2025 Q4	$622K	Buy	8,563 +154	+2%	+$10.9K	0.4%	28
2025 Q3	$568K	Buy	8,409 +39	+0.5%	+$2.52K	0.37%	29
2025 Q2	$529K	Buy	8,370 +58	+0.7%	+$3.38K	0.45%	24
2025 Q1	$458K	Buy	8,312 +268	+3%	+$15K	0.41%	22
2024 Q4	$446K	Buy	8,044 +55	+0.7%	+$3.23K	0.42%	25
2024 Q3	$488K	Buy	7,989 +508	+7%	+$30.5K	0.28%	21
2024 Q2	$443K	Buy	7,481 +1,482	+25%	+$85.3K	0.29%	53
2024 Q1	$345K	Buy	+5,999	New	+$334K	0.23%	54

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

Mittelman Wealth Management's EMXC Position: Q2 2026 in Review

Mittelman Wealth Management reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 52% in Q2 2026, selling an estimated $388K and leaving 3,790 shares worth $771K. The position accounts for 0.51% of the portfolio, ranked #29.

Mittelman Wealth Management first reported a position in EMXC in Q1 2024 and has held it in 10 quarters since. 1,021 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Mittelman Wealth Management held 3,790 shares of iShares MSCI Emerging Markets ex China ETF worth $771K as of Q2 2026.
Mittelman Wealth Management sold 4,113 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $388K.
iShares MSCI Emerging Markets ex China ETF made up 0.51% of Mittelman Wealth Management's portfolio in Q2 2026, its #29 holding.
Mittelman Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2024 and has held it in 10 quarters since.
1,021 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.