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

Capital Investment Advisors’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	$365K	Sell	3,566 -41	-1%	-$3.87K	﹤0.01%	597
2026 Q1	$284K	Buy	3,607 +238	+7%	+$19.1K	﹤0.01%	628
2025 Q4	$245K	Buy	3,369 +10	+0.3%	+$709	﹤0.01%	653
2025 Q3	$227K	Sell	3,359 -200	-6%	-$12.9K	﹤0.01%	667
2025 Q2	$225K	Buy	+3,559	New	+$207K	﹤0.01%	639
2025 Q1	–	Sell	-4,084	Closed	-$226K	–	687
2024 Q4	$226K	Sell	4,084 -82	-2%	-$4.81K	﹤0.01%	581
2024 Q3	$255K	Sell	4,166 -2,396	-37%	-$144K	0.01%	563
2024 Q2	$388K	Buy	6,562 +1,011	+18%	+$58.2K	0.01%	444
2024 Q1	$320K	Sell	5,551 -244	-4%	-$13.6K	0.01%	472
2023 Q4	$321K	Buy	5,795 +206	+4%	+$10.6K	0.01%	452
2023 Q3	$279K	Buy	5,589 +600	+12%	+$31.1K	0.01%	471
2023 Q2	$259K	Buy	4,989 +231	+5%	+$11.7K	0.01%	460
2023 Q1	$235K	Buy	+4,758	New	+$235K	0.01%	488

Other funds holding EMXC

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Investment Advisors's EMXC Position: Q2 2026 in Review

Capital Investment Advisors reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 1.1% in Q2 2026, selling an estimated $3.87K and leaving 3,566 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Capital Investment Advisors first reported a position in EMXC in Q1 2023 and has held it in 13 quarters since. The position peaked at $388K in Q2 2024. 1,025 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Capital Investment Advisors held 3,566 shares of iShares MSCI Emerging Markets ex China ETF worth $365K as of Q2 2026.
Capital Investment Advisors sold 41 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $3.87K.
iShares MSCI Emerging Markets ex China ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #597 holding.
Capital Investment Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2023 and has held it in 13 quarters since.
Capital Investment Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $388K in Q2 2024.
1,025 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.