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Cape Investment Advisory’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-291
Closed -$21.1K – 486
2025
Q4 		$21.1K Buy
291
+138
+90% +$9.79K 0.01% 599
2025
Q3 		$10.3K Sell
153
-111
-42% -$7.17K 0.01% 403
2025
Q2 		$16.7K Sell
264
-2,024
-88% -$118K 0.01% 546
2025
Q1 		$126K Sell
2,288
-379
-14% -$21.3K 0.05% 221
2024
Q4 		$148K Sell
2,667
-23
-0.9% -$1.35K 0.06% 203
2024
Q3 		$164K Buy
2,690
+1,706
+173% +$102K 0.07% 187
2024
Q2 		$58.3K Buy
984
+159
+19% +$9.16K 0.03% 279
2024
Q1 		$47.5K Buy
825
+285
+53% +$15.9K 0.02% 313
2023
Q4 		$29.9K Buy
+540
New +$27.8K 0.01% 454

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cape Investment Advisory's EMXC Position: Q1 2026 in Review

Cape Investment Advisory sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q1 2026, closing a stake of 291 shares — an estimated $21.1K sold.

Cape Investment Advisory first reported a position in EMXC in Q4 2023 and held it in 9 quarters. The position peaked at $164K in Q3 2024. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • Cape Investment Advisory reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 291 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $21.1K.
  • Cape Investment Advisory first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and held it in 9 quarters.
  • Cape Investment Advisory's iShares MSCI Emerging Markets ex China ETF position peaked at $164K in Q3 2024.
  • 926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.