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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
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

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MAMA
Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Sax Wealth Advisors's EMXC Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 79% in Q2 2026, buying an estimated $594K and bringing the position to 14,249 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #214.

Sax Wealth Advisors first reported a position in EMXC in Q2 2025 and has held it in 5 quarters since. 238 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Sax Wealth Advisors held 14,249 shares of iShares MSCI Emerging Markets ex China ETF worth $1.12M as of Q2 2026.
  • Sax Wealth Advisors bought 6,291 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $594K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #214 holding.
  • Sax Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2025 and has held it in 5 quarters since.
  • 238 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.