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

Ashford 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	$628K	Hold	6,142	–	–	0.13%	17
2026 Q1	$483K	Hold	6,142	–	–	0.11%	18
2025 Q4	$446K	Hold	6,142	–	–	0.1%	16
2025 Q3	$415K	Buy	6,142 +4,740	+338%	+$306K	0.09%	19
2025 Q2	$796K	Sell	1,402 -4,740	-77%	-$276K	0.18%	11
2025 Q1	$338K	Sell	6,142 -3,216	-34%	-$180K	0.08%	19
2024 Q4	$519K	Hold	9,358	–	–	0.12%	14
2024 Q3	$572K	Hold	9,358	–	–	0.13%	13
2024 Q2	$554K	Hold	9,358	–	–	0.14%	13
2024 Q1	$539K	Hold	9,358	–	–	0.14%	13
2023 Q4	$519K	Hold	9,358	–	–	0.14%	14
2023 Q3	$466K	Hold	9,358	–	–	0.15%	14
2023 Q2	$486K	Buy	+9,358	New	+$474K	0.15%	13

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

Ashford Advisors's EMXC Position: Q2 2026 in Review

Ashford Advisors held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q2 2026 at 6,142 shares worth $628K. The position accounts for 0.13% of the portfolio, ranked #17.

Ashford Advisors first reported a position in EMXC in Q2 2023 and has held it in 13 quarters since. The position peaked at $796K in Q2 2025. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Ashford Advisors held 6,142 shares of iShares MSCI Emerging Markets ex China ETF worth $628K as of Q2 2026.
Ashford Advisors left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ex China ETF made up 0.13% of Ashford Advisors's portfolio in Q2 2026, its #17 holding.
Ashford Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and has held it in 13 quarters since.
Ashford Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $796K in Q2 2025.
1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Ashford Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.