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

Oxford 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	$905K	Sell	8,848 -1,990	-18%	-$188K	0.05%	115
2026 Q1	$853K	Hold	10,838	–	–	0.05%	110
2025 Q4	$788K	Hold	10,838	–	–	0.04%	106
2025 Q3	$732K	Hold	10,838	–	–	0.04%	109
2025 Q2	$684K	Hold	10,838	–	–	0.04%	104
2025 Q1	$597K	Hold	10,838	–	–	0.04%	114
2024 Q4	$601K	Hold	10,838	–	–	0.04%	120
2024 Q3	$662K	Hold	10,838	–	–	0.04%	110
2024 Q2	$642K	Buy	+10,838	New	+$624K	0.04%	123

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

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

Oxford Financial Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 18% in Q2 2026, selling an estimated $188K and leaving 8,848 shares worth $905K. The position accounts for 0.05% of the portfolio, ranked #115.

Oxford Financial Group first reported a position in EMXC in Q2 2024 and has held it in 9 quarters since. 1,023 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Oxford Financial Group held 8,848 shares of iShares MSCI Emerging Markets ex China ETF worth $905K as of Q2 2026.
Oxford Financial Group sold 1,990 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $188K.
iShares MSCI Emerging Markets ex China ETF made up 0.05% of Oxford Financial Group's portfolio in Q2 2026, its #115 holding.
Oxford Financial Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and has held it in 9 quarters since.
1,023 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.