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

Ullmann Wealth Partners 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	$1.47M	Sell	14,329 -17,037	-54%	-$1.61M	0.13%	67
2026 Q1	$2.47M	Sell	31,366 -42,398	-57%	-$3.41M	0.26%	43
2025 Q4	$5.33M	Sell	73,764 -82,235	-53%	-$5.83M	0.55%	30
2025 Q3	$10.5M	Sell	155,999 -9,574	-6%	-$619K	1.15%	17
2025 Q2	$10.5M	Buy	165,573 +4,731	+3%	+$275K	1.24%	16
2025 Q1	$8.86M	Buy	160,842 +15,464	+11%	+$868K	1.18%	16
2024 Q4	$8.06M	Buy	145,378 +22,406	+18%	+$1.32M	1.04%	17
2024 Q3	$7.51M	Buy	122,972 +36,768	+43%	+$2.21M	0.97%	20
2024 Q2	$5.1M	Buy	86,204 +51,048	+145%	+$2.94M	0.73%	25
2024 Q1	$2.02M	Buy	+35,156	New	+$1.96M	0.3%	36

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

Ullmann Wealth Partners Group's EMXC Position: Q2 2026 in Review

Ullmann Wealth Partners Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 54% in Q2 2026, selling an estimated $1.61M and leaving 14,329 shares worth $1.47M. The position accounts for 0.13% of the portfolio, ranked #67.

Ullmann Wealth Partners Group first reported a position in EMXC in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.5M in Q3 2025. 1,018 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Ullmann Wealth Partners Group held 14,329 shares of iShares MSCI Emerging Markets ex China ETF worth $1.47M as of Q2 2026.
Ullmann Wealth Partners Group sold 17,037 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $1.61M.
iShares MSCI Emerging Markets ex China ETF made up 0.13% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #67 holding.
Ullmann Wealth Partners Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2024 and has held it in 10 quarters since.
Ullmann Wealth Partners Group's iShares MSCI Emerging Markets ex China ETF position peaked at $10.5M in Q3 2025.
1,018 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.