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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
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return