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

Sage 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	$1.02M	Sell	10,014 -20	-0.2%	-$1.89K	0.06%	60
2026 Q1	$789K	Buy	10,034 +1,231	+14%	+$99K	0.05%	61
2025 Q4	$640K	Buy	8,803 +1	+0%	+$71	0.04%	63
2025 Q3	$594K	Buy	8,802 +128	+1%	+$8.27K	0.04%	64
2025 Q2	$548K	Sell	8,674 -75	-0.9%	-$4.37K	0.04%	64
2025 Q1	$482K	Sell	8,749 -2,330	-21%	-$131K	0.04%	72
2024 Q4	$614K	Buy	11,079 +4,500	+68%	+$264K	0.05%	61
2024 Q3	$402K	Sell	6,579 -50	-0.8%	-$3K	0.03%	79
2024 Q2	$392K	Sell	6,629 -18	-0.3%	-$1.04K	0.03%	78
2024 Q1	$383K	Sell	6,647 -245	-4%	-$13.6K	0.03%	80
2023 Q4	$382K	Sell	6,892 -553	-7%	-$28.5K	0.04%	80
2023 Q3	$371K	Hold	7,445	–	–	0.04%	73
2023 Q2	$387K	Sell	7,445 -1,060	-12%	-$53.7K	0.04%	72
2023 Q1	$420K	Sell	8,505 -1,600	-16%	-$79K	0.05%	71
2022 Q4	$480K	Sell	10,105 -1,803	-15%	-$85.9K	0.06%	63
2022 Q3	$527K	Buy	11,908 +150	+1%	+$7.3K	0.07%	56
2022 Q2	$562K	Buy	+11,758	New	+$626K	0.07%	55

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

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

Sage Financial Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.2% in Q2 2026, selling an estimated $1.89K and leaving 10,014 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #60.

Sage Financial Group first reported a position in EMXC in Q2 2022 and has held it in 17 quarters since. 1,021 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Sage Financial Group held 10,014 shares of iShares MSCI Emerging Markets ex China ETF worth $1.02M as of Q2 2026.
Sage Financial Group sold 20 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $1.89K.
iShares MSCI Emerging Markets ex China ETF made up 0.06% of Sage Financial Group's portfolio in Q2 2026, its #60 holding.
Sage Financial Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2022 and has held it in 17 quarters since.
1,021 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.