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Phillips Financial Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Phillips Financial 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 		$48.4K Hold
473
– – ﹤0.01% 246
2026
Q1 		$37.2K Hold
473
– – ﹤0.01% 243
2025
Q4 		$34.4K Hold
473
– – ﹤0.01% 259
2025
Q3 		$31.9K Buy
+473
New +$30.6K ﹤0.01% 266
2024
Q4 		– Sell
-12
Closed -$740 – 264
2024
Q3 		$740 Hold
12
– – ﹤0.01% 273
2024
Q2 		$716 Hold
12
– – ﹤0.01% 267
2024
Q1 		$691 Sell
12
-21
-64% -$1.17K ﹤0.01% 261
2023
Q4 		$1.84K Buy
+33
New +$1.7K ﹤0.01% 248

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

Phillips Financial Management's EMXC Position: Q2 2026 in Review

Phillips Financial Management held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q2 2026 at 473 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Phillips Financial Management first reported a position in EMXC in Q4 2023 and has held it in 8 quarters since. 1,018 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Phillips Financial Management held 473 shares of iShares MSCI Emerging Markets ex China ETF worth $48.4K as of Q2 2026.
  • Phillips Financial Management left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q2 2026.
  • iShares MSCI Emerging Markets ex China ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #246 holding.
  • Phillips Financial Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 8 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.