BigSur Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

BigSur 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 Q3	$222K	Hold	2,240	–	–	0.05%	155
2026 Q2	$229K	Hold	2,240	–	–	0.06%	151
2026 Q1	$176K	Hold	2,240	–	–	0.05%	152
2025 Q4	$163K	Hold	2,240	–	–	0.04%	152
2025 Q3	$151K	Sell	2,240 -450	-17%	-$29.1K	0.04%	150
2025 Q2	$170K	Buy	+2,690	New	+$157K	0.04%	145
2024 Q4	–	Sell	-2,690	Closed	-$164K	–	158
2024 Q3	$164K	Buy	+2,690	New	+$162K	0.05%	150
2023 Q1	–	Sell	-840	Closed	-$39.9K	–	127
2022 Q4	$39.9K	Buy	+840	New	+$40K	0.02%	123

Other funds holding EMXC

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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

SAS

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 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

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

BigSur Wealth Management's EMXC Position: Q3 2026 in Review

BigSur Wealth Management held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q3 2026 at 2,240 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #155.

BigSur Wealth Management first reported a position in EMXC in Q4 2022 and has held it in 8 quarters since. The position peaked at $229K in Q2 2026. 93 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

BigSur Wealth Management held 2,240 shares of iShares MSCI Emerging Markets ex China ETF worth $222K as of Q3 2026.
BigSur Wealth Management left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q3 2026.
iShares MSCI Emerging Markets ex China ETF made up 0.05% of BigSur Wealth Management's portfolio in Q3 2026, its #155 holding.
BigSur Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2022 and has held it in 8 quarters since.
BigSur Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $229K in Q2 2026.
93 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.