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

Wells 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 		– Sell
-340
Closed -$26.7K – 46
2026
Q1 		$26.7K Sell
340
-1,000
-75% -$80.4K 0.12% 46
2025
Q4 		$97.4K Sell
1,340
-370
-22% -$26.2K 0.19% 45
2025
Q3 		$115K Hold
1,710
– – 0.15% 51
2025
Q2 		$108K Buy
1,710
+1,340
+362% +$78K 0.15% 50
2025
Q1 		$20.4K Hold
370
– – 0.03% 66
2024
Q4 		$20.5K Buy
370
+61
+20% +$3.58K 0.03% 69
2024
Q3 		$18.9K Sell
309
-8,983
-97% -$539K 0.03% 68
2024
Q2 		$550K Buy
+9,292
New +$535K 0.36% 35

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
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

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

Wells Financial Advisors sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2026, closing a stake of 340 shares — an estimated $26.7K sold.

Wells Financial Advisors first reported a position in EMXC in Q2 2024 and held it in 8 quarters. The position peaked at $550K in Q2 2024. 1,021 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Wells Financial Advisors reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2026 after selling out during the quarter.
  • Wells Financial Advisors sold 340 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $26.7K.
  • Wells Financial Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and held it in 8 quarters.
  • Wells Financial Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $550K in Q2 2024.
  • 1,021 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.