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 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 New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Analysts LLC's EMXC Position: Q1 2026 in Review

Capital Analysts LLC held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q1 2026 at 1,698 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Capital Analysts LLC first reported a position in EMXC in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.83M in Q4 2024. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Capital Analysts LLC held 1,698 shares of iShares MSCI Emerging Markets ex China ETF worth $135K as of Q1 2026.
Capital Analysts LLC left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets ex China ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #720 holding.
Capital Analysts LLC first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 10 quarters since.
Capital Analysts LLC's iShares MSCI Emerging Markets ex China ETF position peaked at $2.83M in Q4 2024.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.