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 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 $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 Investment Advisors's EMXC Position: Q1 2026 in Review

Capital Investment Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 7.1% in Q1 2026, buying an estimated $19.1K and bringing the position to 3,607 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Capital Investment Advisors first reported a position in EMXC in Q1 2023 and has held it in 12 quarters since. The position peaked at $388K in Q2 2024. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Capital Investment Advisors held 3,607 shares of iShares MSCI Emerging Markets ex China ETF worth $284K as of Q1 2026.
Capital Investment Advisors bought 238 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $19.1K.
iShares MSCI Emerging Markets ex China ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #628 holding.
Capital Investment Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2023 and has held it in 12 quarters since.
Capital Investment Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $388K in Q2 2024.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.