Capital Advisors Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$376K Buy
3,680
+229
+7% +$21.6K 0.04% 166
2026
Q1
$271K Buy
3,451
+221
+7% +$17.8K 0.04% 180
2025
Q4
$235K Buy
+3,230
New +$229K 0.03% 202
2025
Q1
Sell
-121,502
Closed -$6.74M 184
2024
Q4
$6.74M Buy
121,502
+780
+0.6% +$45.8K 1.2% 22
2024
Q3
$7.38M Buy
120,722
+6,759
+6% +$406K 1.36% 21
2024
Q2
$6.75M Buy
+113,963
New +$6.56M 1.33% 21

Other funds holding EMXC

Capital Advisors Wealth Management's EMXC Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 6.6% in Q2 2026, buying an estimated $21.6K and bringing the position to 3,680 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #166.

Capital Advisors Wealth Management first reported a position in EMXC in Q2 2024 and has held it in 6 quarters since. The position peaked at $7.38M in Q3 2024. 1,018 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Capital Advisors Wealth Management held 3,680 shares of iShares MSCI Emerging Markets ex China ETF worth $376K as of Q2 2026.
  • Capital Advisors Wealth Management bought 229 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $21.6K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.04% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Capital Advisors Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and has held it in 6 quarters since.
  • Capital Advisors Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $7.38M in Q3 2024.
  • 1,018 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.