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Chatterton & Associates’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Chatterton & Associates’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 		$430K Buy
4,384
+299
+7% +$28.2K 0.25% 60
2026
Q1 		$346K Buy
4,085
+967
+31% +$77.8K 0.24% 65
2025
Q4 		$227K Buy
+3,118
New +$221K 0.19% 74

Other funds holding EMXC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Chatterton & Associates's EMXC Position: Q2 2026 in Review

Chatterton & Associates increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 7.3% in Q2 2026, buying an estimated $28.2K and bringing the position to 4,384 shares worth $430K. The position accounts for 0.25% of the portfolio, ranked #60.

Chatterton & Associates first reported a position in EMXC in Q4 2025 and has held it in 3 quarters since. 633 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Chatterton & Associates held 4,384 shares of iShares MSCI Emerging Markets ex China ETF worth $430K as of Q2 2026.
  • Chatterton & Associates bought 299 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $28.2K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.25% of Chatterton & Associates's portfolio in Q2 2026, its #60 holding.
  • Chatterton & Associates first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2025 and has held it in 3 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.