Brandywine Oak Private Wealth’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Brandywine Oak Private Wealth’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	–	Sell	-1,967	Closed	-$201K	–	246
2026 Q2	$201K	Buy	+1,967	New	+$186K	0.02%	241
2024 Q4	–	Sell	-3,445	Closed	-$211K	–	236
2024 Q3	$211K	Sell	3,445 -406	-11%	-$24.4K	0.02%	230
2024 Q2	$228K	Sell	3,851 -305	-7%	-$17.6K	0.02%	214
2024 Q1	$239K	Buy	+4,156	New	+$231K	0.02%	217
2022 Q4	–	Sell	-4,688	Closed	-$207K	–	260
2022 Q3	$207K	Sell	4,688 -5,058	-52%	-$246K	0.03%	283
2022 Q2	$465K	Sell	9,746 -420,744	-98%	-$22.4M	0.06%	180
2022 Q1	$25M	Sell	430,490 -5,370	-1%	-$318K	2.86%	7
2021 Q4	$26.5M	Buy	435,860 +16,507	+4%	+$1M	2.89%	6
2021 Q3	$25.2M	Buy	+419,353	New	+$25.8M	2.93%	7

Other funds holding EMXC

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Brandywine Oak Private Wealth's EMXC Position: Q3 2026 in Review

Brandywine Oak Private Wealth sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2026, closing a stake of 1,967 shares — an estimated $201K sold.

Brandywine Oak Private Wealth first reported a position in EMXC in Q3 2021 and held it in 9 quarters. The position peaked at $26.5M in Q4 2021. 388 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

Brandywine Oak Private Wealth reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2026 after selling out during the quarter.
Brandywine Oak Private Wealth sold 1,967 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $201K.
Brandywine Oak Private Wealth first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2021 and held it in 9 quarters.
Brandywine Oak Private Wealth's iShares MSCI Emerging Markets ex China ETF position peaked at $26.5M in Q4 2021.
388 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.