Client 1st Advisory Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Client 1st Advisory Group’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 Q3	$3.22M	Buy	32,463 +552	+2%	+$53.4K	0.82%	27
2026 Q2	$3.26M	Buy	31,911 +602	+2%	+$56.8K	0.85%	25
2026 Q1	$2.46M	Buy	31,309 +8,997	+40%	+$723K	0.75%	25
2025 Q4	$1.62M	Buy	22,312 +399	+2%	+$28.3K	0.51%	31
2025 Q3	$1.48M	Buy	21,913 +44	+0.2%	+$2.84K	0.49%	30
2025 Q2	$1.38M	Sell	21,869 -166	-0.8%	-$9.7K	0.5%	29
2025 Q1	$1.21M	Buy	22,035 +35	+0.2%	+$1.96K	0.47%	32
2024 Q4	$1.22M	Buy	22,000 +5,776	+36%	+$339K	0.47%	31
2024 Q3	$991K	Buy	16,224 +6,127	+61%	+$368K	0.39%	37
2024 Q2	$598K	Buy	+10,097	New	+$581K	0.26%	46

Other funds holding EMXC

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

TRIA

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Client 1st Advisory Group's EMXC Position: Q3 2026 in Review

Client 1st Advisory Group increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 1.7% in Q3 2026, buying an estimated $53.4K and bringing the position to 32,463 shares worth $3.22M. The position accounts for 0.82% of the portfolio, ranked #27.

Client 1st Advisory Group first reported a position in EMXC in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.26M in Q2 2026. 207 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

Client 1st Advisory Group held 32,463 shares of iShares MSCI Emerging Markets ex China ETF worth $3.22M as of Q3 2026.
Client 1st Advisory Group bought 552 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $53.4K.
iShares MSCI Emerging Markets ex China ETF made up 0.82% of Client 1st Advisory Group's portfolio in Q3 2026, its #27 holding.
Client 1st Advisory Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and has held it in 10 quarters since.
Client 1st Advisory Group's iShares MSCI Emerging Markets ex China ETF position peaked at $3.26M in Q2 2026.
207 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.