ShoreHaven Wealth Partners’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

ShoreHaven Wealth Partners’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	$1.64M	Sell	15,984 -3	-0%	-$283	0.51%	40
2026 Q1	$1.26M	Sell	15,987 -250	-2%	-$20.1K	0.45%	45
2025 Q4	$1.18M	Sell	16,237 -1,489	-8%	-$106K	0.42%	48
2025 Q3	$1.2M	Sell	17,726 -16,510	-48%	-$1.07M	0.44%	44
2025 Q2	$2.16M	Sell	34,236 -67,677	-66%	-$3.94M	0.89%	30
2025 Q1	$5.61M	Sell	101,913 -30,957	-23%	-$1.74M	2.69%	11
2024 Q4	$7.37M	Buy	132,870 +3,653	+3%	+$214K	3.48%	8
2024 Q3	$7.9M	Buy	129,217 +20,624	+19%	+$1.24M	3.81%	8
2024 Q2	$6.43M	Buy	108,593 +16,506	+18%	+$951K	3.38%	8
2024 Q1	$5.3M	Buy	92,087 +25,272	+38%	+$1.41M	2.92%	8
2023 Q4	$3.7M	Buy	+66,815	New	+$3.44M	2.25%	15

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

ShoreHaven Wealth Partners's EMXC Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.02% in Q2 2026, selling an estimated $283 and leaving 15,984 shares worth $1.64M. The position accounts for 0.51% of the portfolio, ranked #40.

ShoreHaven Wealth Partners first reported a position in EMXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.9M in Q3 2024. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

ShoreHaven Wealth Partners held 15,984 shares of iShares MSCI Emerging Markets ex China ETF worth $1.64M as of Q2 2026.
ShoreHaven Wealth Partners sold 3 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $283.
iShares MSCI Emerging Markets ex China ETF made up 0.51% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #40 holding.
ShoreHaven Wealth Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 11 quarters since.
ShoreHaven Wealth Partners's iShares MSCI Emerging Markets ex China ETF position peaked at $7.9M in Q3 2024.
1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.