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

Claro 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	$717K	Sell	9,114 -3,553	-28%	-$286K	0.09%	187
2025 Q4	$921K	Sell	12,667 -1,275	-9%	-$90.4K	0.13%	140
2025 Q3	$941K	Sell	13,942 -50,814	-78%	-$3.28M	0.14%	133
2025 Q2	$4.09M	Buy	64,756 +450	+0.7%	+$26.2K	0.68%	31
2025 Q1	$3.54M	Buy	64,306 +3,187	+5%	+$179K	0.47%	37
2024 Q4	$3.39M	Buy	61,119 +8,735	+17%	+$513K	0.46%	39
2024 Q3	$3.2M	Buy	52,384 +8,810	+20%	+$529K	0.41%	44
2024 Q2	$2.58M	Buy	43,574 +34,714	+392%	+$2M	0.4%	45
2024 Q1	$510K	Buy	+8,860	New	+$493K	0.09%	235

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

Claro Advisors's EMXC Position: Q1 2026 in Review

Claro Advisors reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 28% in Q1 2026, selling an estimated $286K and leaving 9,114 shares worth $717K. The position accounts for 0.09% of the portfolio, ranked #187.

Claro Advisors first reported a position in EMXC in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.09M in Q2 2025. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Claro Advisors held 9,114 shares of iShares MSCI Emerging Markets ex China ETF worth $717K as of Q1 2026.
Claro Advisors sold 3,553 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $286K.
iShares MSCI Emerging Markets ex China ETF made up 0.09% of Claro Advisors's portfolio in Q1 2026, its #187 holding.
Claro Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2024 and has held it in 9 quarters since.
Claro Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $4.09M in Q2 2025.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.