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

Clearstead 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	$1.01M	Buy	12,875 +2,892	+29%	+$233K	0.01%	516
2025 Q4	$726K	Buy	9,983 +1,495	+18%	+$106K	0.01%	549
2025 Q3	$573K	Hold	8,488	–	–	0.01%	593
2025 Q2	$536K	Sell	8,488 -123	-1%	-$7.16K	0.01%	595
2025 Q1	$474K	Buy	8,611 +131	+2%	+$7.35K	0.01%	595
2024 Q4	$470K	Buy	8,480 +11	+0.1%	+$646	0.01%	593
2024 Q3	$518K	Hold	8,469	–	–	0.01%	560
2024 Q2	$501K	Sell	8,469 -1,396	-14%	-$80.4K	0.01%	536
2024 Q1	$569K	Sell	9,865 -11,397	-54%	-$634K	0.03%	298
2023 Q4	$1.18M	Sell	21,262 -21,632	-50%	-$1.11M	0.06%	204
2023 Q3	$2.14M	Buy	42,894 +23,047	+116%	+$1.2M	0.06%	204
2023 Q2	$1.03M	Sell	19,847 -25	-0.1%	-$1.27K	0.06%	199
2023 Q1	$980K	Sell	19,872 -4,145	-17%	-$205K	0.07%	178
2022 Q4	$1.14M	Sell	24,017 -1,168	-5%	-$55.6K	0.09%	164
2022 Q3	$1.11M	Buy	25,185 +1,431	+6%	+$69.6K	0.1%	149
2022 Q2	$1.13M	Buy	23,754 +8,615	+57%	+$459K	0.09%	162
2022 Q1	$881K	Buy	15,139 +9,881	+188%	+$586K	0.06%	187
2021 Q4	$319K	Buy	+5,258	New	+$320K	0.02%	319

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

Clearstead Advisors's EMXC Position: Q1 2026 in Review

Clearstead Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 29% in Q1 2026, buying an estimated $233K and bringing the position to 12,875 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #516.

Clearstead Advisors first reported a position in EMXC in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.14M in Q3 2023. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Clearstead Advisors held 12,875 shares of iShares MSCI Emerging Markets ex China ETF worth $1.01M as of Q1 2026.
Clearstead Advisors bought 2,892 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $233K.
iShares MSCI Emerging Markets ex China ETF made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #516 holding.
Clearstead Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and has held it in 18 quarters since.
Clearstead Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $2.14M in Q3 2023.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.