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 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 $6.53B AUM 30.05% 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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BigSur Wealth Management's EMXC Position: Q2 2026 in Review

BigSur Wealth Management held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q2 2026 at 2,240 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #151.

BigSur Wealth Management first reported a position in EMXC in Q4 2022 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

BigSur Wealth Management held 2,240 shares of iShares MSCI Emerging Markets ex China ETF worth $229K as of Q2 2026.
BigSur Wealth Management left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ex China ETF made up 0.06% of BigSur Wealth Management's portfolio in Q2 2026, its #151 holding.
BigSur Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2022 and has held it in 7 quarters since.
274 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.