AWE
EMXC icon

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
Q3 		$102M Sell
1,024,673
-43,309
-4% -$4.19M 2.83% 4
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SBA
Seven Bridges Advisors New York $221M AUM
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Avidian Wealth Enterprises's EMXC Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 4.1% in Q3 2026, selling an estimated $4.19M and leaving 1,024,673 shares worth $102M. The position accounts for 2.83% of the portfolio, ranked #4.

Avidian Wealth Enterprises first reported a position in EMXC in Q3 2022 and has held it in 17 quarters since. The position peaked at $109M in Q2 2026. 49 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

  • Avidian Wealth Enterprises held 1,024,673 shares of iShares MSCI Emerging Markets ex China ETF worth $102M as of Q3 2026.
  • Avidian Wealth Enterprises sold 43,309 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $4.19M.
  • iShares MSCI Emerging Markets ex China ETF made up 2.83% of Avidian Wealth Enterprises's portfolio in Q3 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 17 quarters since.
  • Avidian Wealth Enterprises's iShares MSCI Emerging Markets ex China ETF position peaked at $109M in Q2 2026.
  • 49 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.