Avidian Wealth Enterprises’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Avidian Wealth Enterprises’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	$109M	Buy	1,067,982 +9,590	+0.9%	+$905K	3.02%	4
2026 Q1	$83.3M	Buy	1,058,392 +89,894	+9%	+$7.23M	2.63%	6
2025 Q4	$70.4M	Buy	968,498 +16,832	+2%	+$1.19M	2.56%	8
2025 Q3	$64.2M	Buy	951,666 +5,141	+0.5%	+$332K	2.42%	8
2025 Q2	$59.8M	Buy	946,525 +4,252	+0.5%	+$248K	2.43%	7
2025 Q1	$51.9M	Sell	942,273 -112,695	-11%	-$6.32M	2.31%	9
2024 Q4	$58.5M	Buy	1,054,968 +7,227	+0.7%	+$424K	2.63%	6
2024 Q3	$64M	Buy	1,047,741 +47,404	+5%	+$2.85M	2.91%	5
2024 Q2	$59.2M	Buy	1,000,337 +44,486	+5%	+$2.56M	2.46%	6
2024 Q1	$55M	Buy	955,851 +929,306	+3,501%	+$51.7M	2.67%	9
2023 Q4	$1.47M	Buy	26,545 +13,389	+102%	+$690K	0.09%	131
2023 Q3	$656K	Buy	13,156 +144	+1%	+$7.47K	0.05%	212
2023 Q2	$676K	Sell	13,012 -839	-6%	-$42.5K	0.04%	226
2023 Q1	$683K	Buy	13,851 +498	+4%	+$24.6K	0.04%	243
2022 Q4	$634K	Buy	13,353 +7,543	+130%	+$359K	0.04%	243
2022 Q3	$257K	Buy	+5,810	New	+$283K	0.02%	349

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

Avidian Wealth Enterprises's EMXC Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.91% in Q2 2026, buying an estimated $905K and bringing the position to 1,067,982 shares worth $109M. The position accounts for 3.02% of the portfolio, ranked #4.

Avidian Wealth Enterprises first reported a position in EMXC in Q3 2022 and has held it in 16 quarters since. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Avidian Wealth Enterprises held 1,067,982 shares of iShares MSCI Emerging Markets ex China ETF worth $109M as of Q2 2026.
Avidian Wealth Enterprises bought 9,590 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $905K.
iShares MSCI Emerging Markets ex China ETF made up 3.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #4 holding.
Avidian Wealth Enterprises first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2022 and has held it in 16 quarters since.
1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.