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 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 $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mittelman Wealth Management's EMXC Position: Q1 2026 in Review

Mittelman Wealth Management reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 7.7% in Q1 2026, selling an estimated $53.1K and leaving 7,903 shares worth $622K. The position accounts for 0.39% of the portfolio, ranked #32.

Mittelman Wealth Management first reported a position in EMXC in Q1 2024 and has held it in 9 quarters since. The position peaked at $622K in Q4 2025. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Mittelman Wealth Management held 7,903 shares of iShares MSCI Emerging Markets ex China ETF worth $622K as of Q1 2026.
Mittelman Wealth Management sold 660 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $53.1K.
iShares MSCI Emerging Markets ex China ETF made up 0.39% of Mittelman Wealth Management's portfolio in Q1 2026, its #32 holding.
Mittelman Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2024 and has held it in 9 quarters since.
Mittelman Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $622K in Q4 2025.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.