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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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sage Financial Group increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 14% in Q1 2026, buying an estimated $99K and bringing the position to 10,034 shares worth $789K. The position accounts for 0.05% of the portfolio, ranked #61.

Sage Financial Group first reported a position in EMXC in Q2 2022 and has held it in 16 quarters since. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • Sage Financial Group held 10,034 shares of iShares MSCI Emerging Markets ex China ETF worth $789K as of Q1 2026.
  • Sage Financial Group bought 1,231 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $99K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.05% of Sage Financial Group's portfolio in Q1 2026, its #61 holding.
  • Sage Financial Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2022 and has held it in 16 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.