Avantax Advisory Services’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Avantax Advisory Services’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
2025 Q2	$2.83M	Sell	44,803 -154,450	-78%	-$8.99M	0.02%	644
2025 Q1	$11M	Sell	199,253 -30,873	-13%	-$1.73M	0.07%	223
2024 Q4	$12.8M	Buy	230,126 +40,693	+21%	+$2.39M	0.08%	186
2024 Q3	$11.6M	Buy	189,433 +55,555	+41%	+$3.34M	0.08%	191
2024 Q2	$7.93M	Buy	133,878 +16,542	+14%	+$953K	0.06%	254
2024 Q1	$6.76M	Buy	117,336 +56,514	+93%	+$3.14M	0.06%	242
2023 Q4	$3.37M	Buy	60,822 +47,738	+365%	+$2.46M	0.03%	365
2023 Q3	$652K	Sell	13,084 -5,981	-31%	-$310K	0.01%	841
2023 Q2	$991K	Buy	19,065 +3,593	+23%	+$182K	0.01%	679
2023 Q1	$763K	Buy	15,472 +2,018	+15%	+$99.7K	0.01%	753
2022 Q4	$639K	Sell	13,454 -5,609	-29%	-$267K	0.01%	771
2022 Q3	$844K	Sell	19,063 -173	-0.9%	-$8.41K	0.01%	609
2022 Q2	$919K	Buy	19,236 +45	+0.2%	+$2.4K	0.01%	572
2022 Q1	$1.12M	Buy	19,191 +2,460	+15%	+$146K	0.02%	511
2021 Q4	$1.01M	Sell	16,731 -4,558	-21%	-$277K	0.02%	533
2021 Q3	$1.29M	Buy	+21,289	New	+$1.31M	0.02%	419

Other funds holding EMXC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Avantax Advisory Services's EMXC Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 78% in Q2 2025, selling an estimated $8.99M and leaving 44,803 shares worth $2.83M. The position accounts for 0.02% of the portfolio, ranked #644.

Avantax Advisory Services first reported a position in EMXC in Q3 2021 and has held it in 16 quarters since. The position peaked at $12.8M in Q4 2024. 828 funds tracked by Wall St. Rank hold EMXC as of Q2 2025.

Avantax Advisory Services held 44,803 shares of iShares MSCI Emerging Markets ex China ETF worth $2.83M as of Q2 2025.
Avantax Advisory Services sold 154,450 iShares MSCI Emerging Markets ex China ETF shares in Q2 2025, an estimated $8.99M.
iShares MSCI Emerging Markets ex China ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #644 holding.
Avantax Advisory Services first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2021 and has held it in 16 quarters since.
Avantax Advisory Services's iShares MSCI Emerging Markets ex China ETF position peaked at $12.8M in Q4 2024.
828 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.