Affinity Capital Advisors
EMXC icon

Affinity Capital Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Affinity Capital 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
Q3 		$3.39M Sell
34,192
-821
-2% -$79.5K 0.4% 41
2026
Q2 		$3.51M Sell
35,013
-3,314
-9% -$313K 0.43% 32
2026
Q1 		$3.01M Sell
38,327
-3,243
-8% -$261K 0.42% 35
2025
Q4 		$3.02M Sell
41,570
-10,206
-20% -$724K 0.42% 35
2025
Q3 		$3.54M Sell
51,776
-90,406
-64% -$5.84M 0.54% 29
2025
Q2 		$8.98M Sell
142,182
-1,129
-0.8% -$65.7K 1.54% 17
2025
Q1 		$7.72M Sell
143,311
-158,350
-52% -$8.88M 1.53% 16
2024
Q4 		$17M Buy
301,661
+27,627
+10% +$1.62M 3.2% 7
2024
Q3 		$16.7M Buy
274,034
+29,317
+12% +$1.76M 3.24% 8
2024
Q2 		$14.5M Buy
244,717
+47,305
+24% +$2.72M 3.04% 9
2024
Q1 		$11.4M Buy
197,412
+52,187
+36% +$2.9M 2.53% 9
2023
Q4 		$8.05M Buy
+145,225
New +$7.48M 1.96% 10

Other funds holding EMXC

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
SMI Advisory Services
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Trail Ridge Investment Advisors
Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return
Atlantic Edge Private Wealth Management
Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return

Affinity Capital Advisors's EMXC Position: Q3 2026 in Review

Affinity Capital Advisors reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 2.3% in Q3 2026, selling an estimated $79.5K and leaving 34,192 shares worth $3.39M. The position accounts for 0.4% of the portfolio, ranked #41.

Affinity Capital Advisors first reported a position in EMXC in Q4 2023 and has held it in 12 quarters since. The position peaked at $17M in Q4 2024. 283 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

  • Affinity Capital Advisors held 34,192 shares of iShares MSCI Emerging Markets ex China ETF worth $3.39M as of Q3 2026.
  • Affinity Capital Advisors sold 821 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $79.5K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.4% of Affinity Capital Advisors's portfolio in Q3 2026, its #41 holding.
  • Affinity Capital Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 12 quarters since.
  • Affinity Capital Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $17M in Q4 2024.
  • 283 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.