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

Clune & 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 Q3	$278K	Hold	2,805	–	–	0.04%	138
2026 Q2	$287K	Hold	2,805	–	–	0.04%	142
2026 Q1	$221K	Sell	2,805 -383	-12%	-$30.8K	0.04%	156
2025 Q4	$232K	Hold	3,188	–	–	0.05%	150
2025 Q3	$215K	Hold	3,188	–	–	0.05%	149
2025 Q2	$201K	Buy	+3,188	New	+$186K	0.06%	154

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

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

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

Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return

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

Clune & Associates's EMXC Position: Q3 2026 in Review

Clune & Associates held its iShares MSCI Emerging Markets ex China ETF (EMXC) position steady in Q3 2026 at 2,805 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #138.

Clune & Associates first reported a position in EMXC in Q2 2025 and has held it in 6 quarters since. The position peaked at $287K in Q2 2026. 232 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

Clune & Associates held 2,805 shares of iShares MSCI Emerging Markets ex China ETF worth $278K as of Q3 2026.
Clune & Associates left its iShares MSCI Emerging Markets ex China ETF share count unchanged in Q3 2026.
iShares MSCI Emerging Markets ex China ETF made up 0.04% of Clune & Associates's portfolio in Q3 2026, its #138 holding.
Clune & Associates first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2025 and has held it in 6 quarters since.
Clune & Associates's iShares MSCI Emerging Markets ex China ETF position peaked at $287K in Q2 2026.
232 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.