SageView Advisory Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

SageView Advisory 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	$5.03M	Sell	49,172 -105	-0.2%	-$9.91K	0.16%	83
2026 Q1	$3.88M	Buy	49,277 +1,761	+4%	+$142K	0.14%	84
2025 Q4	$3.45M	Sell	47,516 -10,957	-19%	-$777K	0.12%	105
2025 Q3	$3.95M	Sell	58,473 -13,247	-18%	-$856K	0.14%	100
2025 Q2	$4.54M	Buy	71,720 +5,391	+8%	+$314K	0.17%	70
2025 Q1	$3.65M	Buy	66,329 +9,847	+17%	+$552K	0.16%	73
2024 Q4	$3.13M	Buy	56,482 +51,306	+991%	+$3.01M	0.13%	85
2024 Q3	$316K	Sell	5,176 -1,399	-21%	-$84K	0.02%	379
2024 Q2	$389K	Buy	+6,575	New	+$379K	0.02%	380
2024 Q1	–	Sell	-4,429	Closed	-$241K	–	579
2023 Q4	$241K	Buy	+4,429	New	+$228K	0.01%	576
2023 Q3	–	Sell	-17,914	Closed	-$931K	–	528
2023 Q2	$931K	Buy	+17,914	New	+$908K	0.05%	238

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

SageView Advisory Group's EMXC Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.21% in Q2 2026, selling an estimated $9.91K and leaving 49,172 shares worth $5.03M. The position accounts for 0.16% of the portfolio, ranked #83.

SageView Advisory Group first reported a position in EMXC in Q2 2023 and has held it in 11 quarters since. 1,024 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

SageView Advisory Group held 49,172 shares of iShares MSCI Emerging Markets ex China ETF worth $5.03M as of Q2 2026.
SageView Advisory Group sold 105 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $9.91K.
iShares MSCI Emerging Markets ex China ETF made up 0.16% of SageView Advisory Group's portfolio in Q2 2026, its #83 holding.
SageView Advisory Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and has held it in 11 quarters since.
1,024 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.