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

Orgel 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 		$1.96M Buy
19,124
+2
+0% +$189 0.04% 48
2026
Q1 		$1.5M Sell
19,122
-617
-3% -$49.6K 0.03% 44
2025
Q4 		$1.43M Sell
19,739
-165
-0.8% -$11.7K 0.03% 44
2025
Q3 		$1.34M Hold
19,904
– – 0.03% 45
2025
Q2 		$1.26M Sell
19,904
-282
-1% -$16.4K 0.03% 47
2025
Q1 		$1.11M Buy
20,186
+425
+2% +$23.8K 0.03% 45
2024
Q4 		$1.1M Buy
19,761
+246
+1% +$14.4K 0.03% 44
2024
Q3 		$1.19M Sell
19,515
-39
-0.2% -$2.34K 0.03% 46
2024
Q2 		$1.16M Buy
19,554
+15
+0.1% +$864 0.03% 41
2024
Q1 		$1.12M Buy
19,539
+42
+0.2% +$2.34K 0.03% 41
2023
Q4 		$1.08M Sell
19,497
-270
-1% -$13.9K 0.03% 43
2023
Q3 		$985K Sell
19,767
-16,257
-45% -$844K 0.03% 44
2023
Q2 		$1.87M Sell
36,024
-316
-0.9% -$16K 0.06% 35
2023
Q1 		$1.79M Buy
+36,340
New +$1.79M 0.06% 36
2021
Q4 		– Sell
-3,354
Closed -$203K – 63
2021
Q3 		$203K Sell
3,354
-506
-13% -$31.2K 0.02% 60
2021
Q2 		$241K Hold
3,860
– – 0.03% 51
2021
Q1 		$230K Buy
+3,860
New +$229K 0.03% 52

Other funds holding EMXC

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MAMA
Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

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

Orgel Wealth Management increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.01% in Q2 2026, buying an estimated $189 and bringing the position to 19,124 shares worth $1.96M. The position accounts for 0.04% of the portfolio, ranked #48.

Orgel Wealth Management first reported a position in EMXC in Q1 2021 and has held it in 17 quarters since. 326 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Orgel Wealth Management held 19,124 shares of iShares MSCI Emerging Markets ex China ETF worth $1.96M as of Q2 2026.
  • Orgel Wealth Management bought 2 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $189.
  • iShares MSCI Emerging Markets ex China ETF made up 0.04% of Orgel Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Orgel Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2021 and has held it in 17 quarters since.
  • 326 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.