Uptown Financial Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Uptown Financial Advisors’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	$860K	Sell	8,409 -1,096	-12%	-$103K	0.57%	31
2026 Q1	$748K	Sell	9,505 -225	-2%	-$18.1K	0.59%	29
2025 Q4	$707K	Buy	9,730 +1,023	+12%	+$72.6K	0.51%	33
2025 Q3	$588K	Sell	8,707 -182	-2%	-$11.8K	0.48%	36
2025 Q2	$561K	Buy	+8,889	New	+$517K	0.48%	37

Other funds holding EMXC

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MAMA

Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Uptown Financial Advisors's EMXC Position: Q2 2026 in Review

Uptown Financial Advisors reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 12% in Q2 2026, selling an estimated $103K and leaving 8,409 shares worth $860K. The position accounts for 0.57% of the portfolio, ranked #31.

Uptown Financial Advisors first reported a position in EMXC in Q2 2025 and has held it in 5 quarters since. 269 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Uptown Financial Advisors held 8,409 shares of iShares MSCI Emerging Markets ex China ETF worth $860K as of Q2 2026.
Uptown Financial Advisors sold 1,096 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $103K.
iShares MSCI Emerging Markets ex China ETF made up 0.57% of Uptown Financial Advisors's portfolio in Q2 2026, its #31 holding.
Uptown Financial Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2025 and has held it in 5 quarters since.
269 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.