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

Phoenix Financial’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	$520K	Hold	5,082	–	–	﹤0.01%	339
2026 Q1	$400K	Hold	5,082	–	–	﹤0.01%	340
2025 Q4	$369K	Buy	5,082 +1,150	+29%	+$81.6K	﹤0.01%	343
2025 Q3	$265K	Buy	3,932 +741	+23%	+$47.9K	﹤0.01%	404
2025 Q2	$201K	Sell	3,191 -6,077	-66%	-$354K	﹤0.01%	408
2025 Q1	$511K	Sell	9,268 -6,671	-42%	-$374K	0.01%	256
2024 Q4	$884K	Buy	15,939 +998	+7%	+$58.6K	0.01%	228
2024 Q3	$913K	Buy	14,941 +170	+1%	+$10.2K	0.01%	222
2024 Q2	$874K	Sell	14,771 -5,948	-29%	-$343K	0.01%	223
2024 Q1	$1.19M	Sell	20,719 -6,989	-25%	-$389K	0.02%	220
2023 Q4	$1.54M	Sell	27,708 -263	-0.9%	-$13.6K	0.03%	203
2023 Q3	$1.39M	Sell	27,971 -2,267	-7%	-$118K	0.03%	209
2023 Q2	$1.57M	Buy	+30,238	New	+$1.53M	0.03%	180

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

Phoenix Financial's EMXC Position: Q2 2026 in Review

Phoenix Financial held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q2 2026 at 5,082 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Phoenix Financial first reported a position in EMXC in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.57M in Q2 2023. 1,025 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Phoenix Financial held 5,082 shares of iShares MSCI Emerging Markets ex China ETF worth $520K as of Q2 2026.
Phoenix Financial 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 Phoenix Financial's portfolio in Q2 2026, its #339 holding.
Phoenix Financial first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and has held it in 13 quarters since.
Phoenix Financial's iShares MSCI Emerging Markets ex China ETF position peaked at $1.57M in Q2 2023.
1,025 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

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