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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
Q3 		$28.8K Hold
291
– – 0.01% 651
2026
Q2 		$29.8K Buy
+291
New +$27.5K 0.01% 625
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

EB
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
FA
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

Cape Investment Advisory's EMXC Position: Q3 2026 in Review

Cape Investment Advisory held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q3 2026 at 291 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #651.

Cape Investment Advisory first reported a position in EMXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $164K in Q3 2024. 93 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

  • Cape Investment Advisory held 291 shares of iShares MSCI Emerging Markets ex China ETF worth $28.8K as of Q3 2026.
  • Cape Investment Advisory left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q3 2026.
  • iShares MSCI Emerging Markets ex China ETF made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #651 holding.
  • Cape Investment Advisory first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 11 quarters since.
  • Cape Investment Advisory's iShares MSCI Emerging Markets ex China ETF position peaked at $164K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.