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

Norris 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 		$4.02M Sell
39,303
-163
-0.4% -$15.4K 1.6% 26
2026
Q1 		$3.1M Sell
39,466
-89
-0.2% -$7.16K 1.01% 34
2025
Q4 		$2.87M Sell
39,555
-4,071
-9% -$289K 0.98% 34
2025
Q3 		$2.95M Sell
43,626
-19,699
-31% -$1.27M 1.08% 30
2025
Q2 		$4M Buy
+63,325
New +$3.69M 1.64% 19

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

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

Norris Financial Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.41% in Q2 2026, selling an estimated $15.4K and leaving 39,303 shares worth $4.02M. The position accounts for 1.6% of the portfolio, ranked #26.

Norris Financial Group first reported a position in EMXC in Q2 2025 and has held it in 5 quarters since. 1,018 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Norris Financial Group held 39,303 shares of iShares MSCI Emerging Markets ex China ETF worth $4.02M as of Q2 2026.
  • Norris Financial Group sold 163 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $15.4K.
  • iShares MSCI Emerging Markets ex China ETF made up 1.6% of Norris Financial Group's portfolio in Q2 2026, its #26 holding.
  • Norris Financial Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.