Shared Vision Wealth Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Shared Vision Wealth 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	$452K	Sell	4,417 -183	-4%	-$17.3K	0.16%	79
2026 Q1	$362K	Sell	4,600 -1,953	-30%	-$157K	0.15%	77
2025 Q4	$522K	Sell	6,553 -1,616	-20%	-$115K	0.21%	59
2025 Q3	$578K	Sell	8,169 -7,956	-49%	-$514K	0.24%	53
2025 Q2	$1.01M	Sell	16,125 -19,577	-55%	-$1.14M	0.51%	32
2025 Q1	$1.97M	Sell	35,702 -11,006	-24%	-$617K	1.07%	20
2024 Q4	$2.59M	Buy	46,708 +4,081	+10%	+$240K	1.36%	17
2024 Q3	$2.6M	Buy	42,627 +10,810	+34%	+$649K	1.39%	19
2024 Q2	$1.88M	Buy	31,817 +3,914	+14%	+$225K	1.1%	20
2024 Q1	$1.61M	Buy	27,903 +18,867	+209%	+$1.05M	1%	20
2023 Q4	$501K	Buy	+9,036	New	+$466K	0.33%	42

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

Shared Vision Wealth Group's EMXC Position: Q2 2026 in Review

Shared Vision Wealth Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 4% in Q2 2026, selling an estimated $17.3K and leaving 4,417 shares worth $452K. The position accounts for 0.16% of the portfolio, ranked #79.

Shared Vision Wealth Group first reported a position in EMXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.6M in Q3 2024. 1,018 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Shared Vision Wealth Group held 4,417 shares of iShares MSCI Emerging Markets ex China ETF worth $452K as of Q2 2026.
Shared Vision Wealth Group sold 183 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $17.3K.
iShares MSCI Emerging Markets ex China ETF made up 0.16% of Shared Vision Wealth Group's portfolio in Q2 2026, its #79 holding.
Shared Vision Wealth Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 11 quarters since.
Shared Vision Wealth Group's iShares MSCI Emerging Markets ex China ETF position peaked at $2.6M in Q3 2024.
1,018 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.