Sax Wealth Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Sax Wealth Advisors’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 Q3	$1.45M	Buy	14,616 +367	+3%	+$35.5K	0.04%	242
2026 Q2	$1.12M	Buy	14,249 +6,291	+79%	+$594K	0.05%	214
2026 Q1	$578K	Hold	7,958	–	–	0.03%	266
2025 Q4	$578K	Buy	7,958 +97	+1%	+$6.88K	0.03%	273
2025 Q3	$531K	Sell	7,861 -225	-3%	-$14.5K	0.03%	264
2025 Q2	$511K	Buy	+8,086	New	+$471K	0.03%	255

Other funds holding EMXC

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Sax Wealth Advisors's EMXC Position: Q3 2026 in Review

Sax Wealth Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 2.6% in Q3 2026, buying an estimated $35.5K and bringing the position to 14,616 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #242.

Sax Wealth Advisors first reported a position in EMXC in Q2 2025 and has held it in 6 quarters since. 97 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

Sax Wealth Advisors held 14,616 shares of iShares MSCI Emerging Markets ex China ETF worth $1.45M as of Q3 2026.
Sax Wealth Advisors bought 367 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $35.5K.
iShares MSCI Emerging Markets ex China ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q3 2026, its #242 holding.
Sax Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2025 and has held it in 6 quarters since.
97 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.