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

West Wealth 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	$965K	Sell	9,434 -47	-0.5%	-$4.43K	0.16%	50
2026 Q1	$746K	Sell	9,481 -1,945	-17%	-$156K	0.15%	53
2025 Q4	$830K	Sell	11,426 -663	-5%	-$47K	0.17%	45
2025 Q3	$843K	Sell	12,089 -38,627	-76%	-$2.5M	0.19%	40
2025 Q2	$3.21M	Sell	50,716 -98,249	-66%	-$5.72M	0.8%	23
2025 Q1	$8.25M	Sell	148,965 -72,616	-33%	-$4.07M	2.44%	13
2024 Q4	$12.3M	Buy	221,581 +27,340	+14%	+$1.61M	3.67%	10
2024 Q3	$11.9M	Buy	194,241 +42,946	+28%	+$2.58M	3.85%	9
2024 Q2	$8.96M	Buy	151,295 +19,377	+15%	+$1.12M	3.17%	11
2024 Q1	$7.59M	Buy	131,918 +73,799	+127%	+$4.11M	2.81%	11
2023 Q4	$3.22M	Buy	+58,119	New	+$2.99M	1.27%	17

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

West Wealth Group's EMXC Position: Q2 2026 in Review

West Wealth Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.5% in Q2 2026, selling an estimated $4.43K and leaving 9,434 shares worth $965K. The position accounts for 0.16% of the portfolio, ranked #50.

West Wealth Group first reported a position in EMXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.3M in Q4 2024. 1,021 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

West Wealth Group held 9,434 shares of iShares MSCI Emerging Markets ex China ETF worth $965K as of Q2 2026.
West Wealth Group sold 47 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $4.43K.
iShares MSCI Emerging Markets ex China ETF made up 0.16% of West Wealth Group's portfolio in Q2 2026, its #50 holding.
West Wealth Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 11 quarters since.
West Wealth Group's iShares MSCI Emerging Markets ex China ETF position peaked at $12.3M in Q4 2024.
1,021 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.