Stonebridge Financial Planning Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Stonebridge Financial Planning 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	$870K	Buy	8,503 +1,541	+22%	+$145K	0.28%	103
2026 Q1	$548K	Buy	6,962 +1,657	+31%	+$133K	0.2%	117
2025 Q4	$386K	Sell	5,305 -178	-3%	-$12.6K	0.14%	132
2025 Q3	$370K	Sell	5,483 -100	-2%	-$6.46K	0.14%	133
2025 Q2	$353K	Sell	5,583 -817	-13%	-$47.6K	0.15%	132
2025 Q1	$353K	Sell	6,400 -2,430	-28%	-$136K	0.16%	127
2024 Q4	$490K	Buy	8,830 +1,385	+19%	+$81.3K	0.22%	112
2024 Q3	$455K	Sell	7,445 -295	-4%	-$17.7K	0.22%	109
2024 Q2	$458K	Buy	7,740 +2,365	+44%	+$136K	0.23%	105
2024 Q1	$309K	Buy	+5,375	New	+$299K	0.16%	127
2022 Q1	–	Sell	-700	Closed	-$41K	–	177
2021 Q4	$41K	Buy	+700	New	+$42.6K	0.02%	229

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

Stonebridge Financial Planning Group's EMXC Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 22% in Q2 2026, buying an estimated $145K and bringing the position to 8,503 shares worth $870K. The position accounts for 0.28% of the portfolio, ranked #103.

Stonebridge Financial Planning Group first reported a position in EMXC in Q4 2021 and has held it in 11 quarters since. 1,018 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Stonebridge Financial Planning Group held 8,503 shares of iShares MSCI Emerging Markets ex China ETF worth $870K as of Q2 2026.
Stonebridge Financial Planning Group bought 1,541 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $145K.
iShares MSCI Emerging Markets ex China ETF made up 0.28% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #103 holding.
Stonebridge Financial Planning Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and has held it in 11 quarters since.
1,018 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.