Apella Capital
EMXC icon

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

Apella Capital’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 		$3.21M Sell
31,989
-2,053
-6% -$199K 0.04% 228
2026
Q2 		$3.3M Sell
34,042
-889
-3% -$83.9K 0.05% 211
2026
Q1 		$3.13M Buy
34,931
+13,239
+61% +$1.06M 0.05% 212
2025
Q4 		$1.58M Buy
21,692
+101
+0.5% +$7.16K 0.03% 228
2025
Q3 		$1.52M Sell
21,591
-535
-2% -$34.6K 0.03% 203
2025
Q2 		$1.4M Buy
22,126
+236
+1% +$13.7K 0.04% 183
2025
Q1 		$1.17M Buy
21,890
+13,022
+147% +$731K 0.04% 175
2024
Q4 		$492K Sell
8,868
-5,034
-36% -$296K 0.02% 240
2024
Q3 		$844K Buy
13,902
+561
+4% +$33.7K 0.03% 167
2024
Q2 		$815K Buy
13,341
+98
+0.7% +$5.64K 0.04% 163
2024
Q1 		$776K Buy
13,243
+1,257
+10% +$69.9K 0.04% 159
2023
Q4 		$651K Sell
11,986
-163
-1% -$8.4K 0.04% 167
2023
Q3 		$605K Sell
12,149
-11
-0.1% -$571 0.04% 154
2023
Q2 		$632K Buy
+12,160
New +$616K 0.05% 157
2022
Q4 		$645K Buy
13,587
+1,913
+16% +$91.1K 0.06% 139
2022
Q3 		$517K Buy
11,674
+3,216
+38% +$156K 0.06% 129
2022
Q2 		$404K Sell
8,458
-751
-8% -$40K 0.05% 158
2022
Q1 		$536K Buy
9,209
+1,056
+13% +$62.6K 0.08% 127
2021
Q4 		$494K Buy
+8,153
New +$496K 0.06% 129

Other funds holding EMXC

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
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

Apella Capital's EMXC Position: Q3 2026 in Review

Apella Capital reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 6% in Q3 2026, selling an estimated $199K and leaving 31,989 shares worth $3.21M. The position accounts for 0.04% of the portfolio, ranked #228.

Apella Capital first reported a position in EMXC in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.3M in Q2 2026. 661 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

  • Apella Capital held 31,989 shares of iShares MSCI Emerging Markets ex China ETF worth $3.21M as of Q3 2026.
  • Apella Capital sold 2,053 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $199K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.04% of Apella Capital's portfolio in Q3 2026, its #228 holding.
  • Apella Capital first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and has held it in 19 quarters since.
  • Apella Capital's iShares MSCI Emerging Markets ex China ETF position peaked at $3.3M in Q2 2026.
  • 661 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.