Capital Advantage’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Capital Advantage’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	$4.53M	Buy	45,749 +5,988	+15%	+$580K	0.54%	36
2026 Q2	$4.07M	Buy	39,761 +3,459	+10%	+$326K	0.5%	36
2026 Q1	$2.86M	Buy	36,302 +8,417	+30%	+$677K	0.37%	42
2025 Q4	$2.03M	Buy	27,885 +9,086	+48%	+$644K	0.27%	47
2025 Q3	$1.27M	Buy	18,799 +3,821	+26%	+$247K	0.19%	51
2025 Q2	$946K	Buy	+14,978	New	+$872K	0.15%	63

Other funds holding EMXC

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

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

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

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Capital Advantage's EMXC Position: Q3 2026 in Review

Capital Advantage increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 15% in Q3 2026, buying an estimated $580K and bringing the position to 45,749 shares worth $4.53M. The position accounts for 0.54% of the portfolio, ranked #36.

Capital Advantage first reported a position in EMXC in Q2 2025 and has held it in 6 quarters since. 310 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

Capital Advantage held 45,749 shares of iShares MSCI Emerging Markets ex China ETF worth $4.53M as of Q3 2026.
Capital Advantage bought 5,988 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $580K.
iShares MSCI Emerging Markets ex China ETF made up 0.54% of Capital Advantage's portfolio in Q3 2026, its #36 holding.
Capital Advantage first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2025 and has held it in 6 quarters since.
310 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.