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 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 $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

Oxford Financial Group's EMXC Position: Q1 2026 in Review

Oxford Financial Group held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q1 2026 at 10,838 shares worth $853K. The position accounts for 0.05% of the portfolio, ranked #110.

Oxford Financial Group first reported a position in EMXC in Q2 2024 and has held it in 8 quarters since. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Oxford Financial Group held 10,838 shares of iShares MSCI Emerging Markets ex China ETF worth $853K as of Q1 2026.
Oxford Financial Group left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets ex China ETF made up 0.05% of Oxford Financial Group's portfolio in Q1 2026, its #110 holding.
Oxford Financial Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and has held it in 8 quarters since.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.