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

Capital Analysts LLC’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
Q2 		$231K Buy
2,256
+558
+33% +$52.7K 0.01% 661
2026
Q1 		$135K Hold
1,698
– – ﹤0.01% 720
2025
Q4 		$123K Sell
1,698
-1,508
-47% -$107K ﹤0.01% 723
2025
Q3 		$216K Sell
3,206
-280
-8% -$18.1K 0.01% 585
2025
Q2 		$220K Sell
3,486
-46,497
-93% -$2.71M 0.01% 534
2025
Q1 		$2.75M Sell
49,983
-961
-2% -$53.9K 0.1% 166
2024
Q4 		$2.83M Buy
50,944
+4,883
+11% +$287K 0.11% 149
2024
Q3 		$2.81M Buy
46,061
+25,150
+120% +$1.51M 0.11% 148
2024
Q2 		$1.24M Buy
20,911
+9,557
+84% +$550K 0.05% 222
2024
Q1 		$654K Buy
11,354
+5,772
+103% +$321K 0.03% 291
2023
Q4 		$309K Buy
+5,582
New +$288K 0.02% 367

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Capital Analysts LLC's EMXC Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 33% in Q2 2026, buying an estimated $52.7K and bringing the position to 2,256 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #661.

Capital Analysts LLC first reported a position in EMXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.83M in Q4 2024. 1,021 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Capital Analysts LLC held 2,256 shares of iShares MSCI Emerging Markets ex China ETF worth $231K as of Q2 2026.
  • Capital Analysts LLC bought 558 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $52.7K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #661 holding.
  • Capital Analysts LLC first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 11 quarters since.
  • Capital Analysts LLC's iShares MSCI Emerging Markets ex China ETF position peaked at $2.83M in Q4 2024.
  • 1,021 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.