AEPWM
EMXC icon

Atlantic Edge Private Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Atlantic Edge Private Wealth Management’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 		$25.6M Buy
250,102
+76,187
+44% +$7.19M 5.23% 2
2026
Q1 		$13.7M Buy
173,915
+50,087
+40% +$4.03M 3.36% 7
2025
Q4 		$9M Buy
123,828
+119
+0.1% +$8.44K 2.24% 12
2025
Q3 		$8.35M Sell
123,709
-1,334
-1% -$86.2K 2.15% 14
2025
Q2 		$7.9M Sell
125,043
-710
-0.6% -$41.3K 2.16% 12
2025
Q1 		$6.93M Sell
125,753
-110,052
-47% -$6.17M 2.12% 13
2024
Q4 		$13.1M Sell
235,805
-6,465
-3% -$380K 4.05% 4
2024
Q3 		$14.8M Buy
242,270
+17,477
+8% +$1.05M 4.51% 3
2024
Q2 		$13.3M Buy
224,793
+23,596
+12% +$1.36M 4.45% 4
2024
Q1 		$11.6M Buy
201,197
+28,409
+16% +$1.58M 3.98% 6
2023
Q4 		$9.57M Buy
+172,788
New +$8.9M 3.89% 6

Other funds holding EMXC

CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MAMA
Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Atlantic Edge Private Wealth Management's EMXC Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 44% in Q2 2026, buying an estimated $7.19M and bringing the position to 250,102 shares worth $25.6M. The position accounts for 5.23% of the portfolio, ranked #2.

Atlantic Edge Private Wealth Management first reported a position in EMXC in Q4 2023 and has held it in 11 quarters since. 403 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 250,102 shares of iShares MSCI Emerging Markets ex China ETF worth $25.6M as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 76,187 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $7.19M.
  • iShares MSCI Emerging Markets ex China ETF made up 5.23% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Atlantic Edge Private Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 11 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.