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

Zhang Financial’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	$11.3M	Sell	110,505 -3,083	-3%	-$291K	0.33%	53
2026 Q1	$8.93M	Sell	113,588 -87	-0.1%	-$7K	0.31%	51
2025 Q4	$8.26M	Buy	113,675 +795	+0.7%	+$56.4K	0.31%	48
2025 Q3	$7.62M	Buy	112,880 +6,169	+6%	+$399K	0.31%	47
2025 Q2	$6.74M	Buy	106,711 +22,069	+26%	+$1.28M	0.31%	48
2025 Q1	$4.66M	Buy	84,642 +356	+0.4%	+$20K	0.25%	56
2024 Q4	$4.67M	Buy	84,286 +3,082	+4%	+$181K	0.27%	50
2024 Q3	$4.96M	Buy	81,204 +8,462	+12%	+$508K	0.31%	45
2024 Q2	$4.31M	Buy	72,742 +3,774	+5%	+$217K	0.3%	46
2024 Q1	$3.97M	Buy	68,968 +38,097	+123%	+$2.12M	0.29%	47
2023 Q4	$1.71M	Buy	+30,871	New	+$1.59M	0.15%	85
2023 Q3	–	Sell	-3,867	Closed	-$201K	–	238
2023 Q2	$201K	Buy	+3,867	New	+$196K	0.02%	239

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

Zhang Financial's EMXC Position: Q2 2026 in Review

Zhang Financial reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 2.7% in Q2 2026, selling an estimated $291K and leaving 110,505 shares worth $11.3M. The position accounts for 0.33% of the portfolio, ranked #53.

Zhang Financial first reported a position in EMXC in Q2 2023 and has held it in 12 quarters since. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Zhang Financial held 110,505 shares of iShares MSCI Emerging Markets ex China ETF worth $11.3M as of Q2 2026.
Zhang Financial sold 3,083 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $291K.
iShares MSCI Emerging Markets ex China ETF made up 0.33% of Zhang Financial's portfolio in Q2 2026, its #53 holding.
Zhang Financial first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and has held it in 12 quarters since.
1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.