CAWM
EMXC icon

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

Capital Advisors Wealth Management’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 		$467K Buy
4,717
+1,037
+28% +$100K 0.05% 148
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

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

Capital Advisors Wealth Management's EMXC Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 28% in Q3 2026, buying an estimated $100K and bringing the position to 4,717 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #148.

Capital Advisors Wealth Management first reported a position in EMXC in Q2 2024 and has held it in 7 quarters since. The position peaked at $7.38M in Q3 2024. 93 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

  • Capital Advisors Wealth Management held 4,717 shares of iShares MSCI Emerging Markets ex China ETF worth $467K as of Q3 2026.
  • Capital Advisors Wealth Management bought 1,037 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $100K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.05% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #148 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 7 quarters since.
  • Capital Advisors Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $7.38M in Q3 2024.
  • 93 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.